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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,601 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,550 |
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.)
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 | $102,719 | $106,749-3.8% | $145,433-29.4% | $82,448+24.6% |
| Participation rate | 94.8% | 75.6%+19.2pp | 82.1%+12.7pp | 68.1%+26.8pp |
| Annual return | 14.41% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $84 | $3,444-97.6% | $4,554-98.2% | $2,551-96.7% |
| Participant deferral / active EE | $19,363 | $6,519+197.0% | $7,897+145.2% | $4,139+367.8% |
| Admin fee / account holder | $333 | $8,390-96.0% | $13,129-97.5% | $7,234-95.4% |