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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,059 |
MMA SECURITIES LLC2 years Service code 26 · EIN 22-3570392 | Advisory (Participants) | $5,447 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,682 | $84,499-93.3% | $125,391-95.5% | $66,949-91.5% |
| Participation rate | 88.9% | 76.4%+12.5pp | 82.4%+6.6pp | 69.8%+19.1pp |
| Annual return | -14.15% | -8.49%-5.7pp | 572.41%-586.6pp | 1.57%-15.7pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,148 | $6,785-68.3% | $7,448-71.2% | $4,239-49.3% |
| Admin fee / account holder | $93 | $685-86.4% | $10,009-99.1% | $594-84.3% |