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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 | $67,594+34.1% | $77,361+17.2% | $69,733+30.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 9.50% | 19.20%-9.7pp | 1011.54%-1002.0pp | 15.22%-5.7pp |
| Employer contribution / active EE | $3,203 | $2,649+20.9% | $2,990+7.1% | $2,250+42.3% |
| Participant deferral / active EE | $3,350 | $3,401-1.5% | $3,911-14.4% | $3,054+9.7% |
| Admin fee / account holder | $202 | $1,159-82.6% | $5,894-96.6% | $3,102-93.5% |