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| Provider | Service type | Compensation |
|---|---|---|
Service code 38 · EIN 22-3327698 | Participant Communication | $29,863 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $22,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,694 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,742 | $148,582-81.3% | $135,942-79.6% | $139,456-80.1% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | -14.47% | 79.26%-93.7pp | 68.28%-82.7pp | 373.45%-387.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $58 | $12,402-99.5% | $10,764-99.5% | $11,407-99.5% |