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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,843 |
STOWE & DEGON, LLC1 year Service code 10 · EIN 04-3379904 | Accounting | $14,600 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,350 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
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 | $22,760 | $80,731-71.8% | $103,374-78.0% | $74,546-69.5% |
| Participation rate | 72.3% | 65.7%+6.6pp | 74.5%-2.2pp | 67.2%+5.1pp |
| Annual return | 10.15% | 27.56%-17.4pp | 24.89%-14.7pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $233 | $3,158-92.6% | $3,869-94.0% | $2,624-91.1% |
| Participant deferral / active EE | $3,001 | $3,860-22.3% | $5,058-40.7% | $4,347-31.0% |
| Admin fee / account holder | $447 | $2,369-81.1% | $8,394-94.7% | $1,944-77.0% |