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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,750 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,721 | $73,102+3.6% | $123,552-38.7% | $56,287+34.5% |
| Participation rate | 80.1% | 74.3%+5.8pp | 82.3%-2.2pp | 69.9%+10.2pp |
| Annual return | 12.00% | 3.01%+9.0pp | 119.20%-107.2pp | -9.96%+22.0pp |
| Employer contribution / active EE | $1,851 | $2,977-37.8% | $4,628-60.0% | $2,111-12.3% |
| Participant deferral / active EE | $7,435 | $5,423+37.1% | $6,426+15.7% | $3,350+121.9% |
| Admin fee / account holder | $104 | $554-81.3% | $9,285-98.9% | $521-80.1% |