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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 99 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Fees | $1,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,813 | $112,750-74.4% | $103,431-72.1% | $74,400-61.3% |
| Participation rate | 67.2% | 80.9%-13.7pp | 80.5%-13.4pp | 67.2%0pp |
| Annual return | 13.97% | 23.22%-9.2pp | 23.92%-9.9pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $3,292 | $4,880-32.5% | $4,678-29.6% | $2,624+25.4% |
| Participant deferral / active EE | $5,170 | $7,289-29.1% | $6,625-22.0% | $4,348+18.9% |
| Admin fee / account holder | $15 | $1,702-99.1% | $9,412-99.8% | $1,944-99.2% |