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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 17 · EIN 22-3570392 | Pension Consulting | $46,080 |
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $39,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,652 | $64,705+40.1% | $62,929+44.1% | $67,986+33.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 9.50% | 20.31%-10.8pp | 1063.93%-1054.4pp | 31.67%-22.2pp |
| Employer contribution / active EE | $3,203 | $2,376+34.8% | $2,505+27.9% | $2,019+58.7% |
| Participant deferral / active EE | $3,350 | $3,198+4.7% | $3,888-13.9% | $3,358-0.3% |
| Admin fee / account holder | $202 | $1,428-85.9% | $5,065-96.0% | $3,203-93.7% |