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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3+ years Filed as: MMC SECURITIES Service code 50 P.O. BOX 28405 · NEW YORK, NY 10087 | Direct Payment | $23,750 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,927 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,988 | $88,730-69.6% | $82,312-67.2% | $77,958-65.4% |
| Participation rate | 92.8% | 84.5%+8.3pp | 76.9%+16.0pp | 71.6%+21.2pp |
| Annual return | 22.13% | 20.88%+1.3pp | 25.88%-3.7pp | 20.87%+1.3pp |
| Employer contribution / active EE | $2,687 | $2,758-2.6% | $2,428+10.7% | $2,310+16.3% |
| Participant deferral / active EE | $3,575 | $4,634-22.9% | $3,706-3.5% | $3,537+1.1% |
| Admin fee / account holder | $7 | $74-90.2% | $5,608-99.9% | $97-92.6% |