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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 | $65,084+39.3% | $67,681+33.9% | $64,340+40.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 9.50% | 20.50%-11.0pp | 590.58%-581.1pp | 24.14%-14.6pp |
| Employer contribution / active EE | $3,203 | $2,398+33.5% | $2,678+19.6% | $1,862+72.0% |
| Participant deferral / active EE | $3,350 | $3,210+4.3% | $3,976-15.7% | $2,980+12.4% |
| Admin fee / account holder | $202 | $1,415-85.7% | $6,100-96.7% | $3,703-94.5% |