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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 | $63,433+42.9% | $63,803+42.1% | $64,097+41.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 55.2%+44.8pp |
| Annual return | 9.50% | 20.74%-11.2pp | 543.72%-534.2pp | 34.64%-25.1pp |
| Employer contribution / active EE | $3,203 | $2,332+37.4% | $2,532+26.5% | $1,891+69.3% |
| Participant deferral / active EE | $3,350 | $3,119+7.4% | $3,843-12.8% | $3,080+8.8% |
| Admin fee / account holder | $202 | $1,489-86.4% | $5,196-96.1% | $3,454-94.2% |