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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $28,797 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,410 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,164 | $79,169+1.3% | $100,415-20.2% | $74,478+7.6% |
| Participation rate | 72.0% | 79.4%-7.4pp | 81.5%-9.5pp | 67.2%+4.8pp |
| Annual return | 16.43% | 20.51%-4.1pp | 49.47%-33.0pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $1,009 | $3,017-66.5% | $3,943-74.4% | $2,626-61.6% |
| Participant deferral / active EE | $9,733 | $7,751+25.6% | $8,091+20.3% | $4,350+123.7% |
| Admin fee / account holder | $193 | $1,337-85.6% | $7,906-97.6% | $1,946-90.1% |