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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,346 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $24,017 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,915 | $89,123-53.0% | $102,460-59.1% | $77,762-46.1% |
| Participation rate | 94.0% | 80.9%+13.1pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 11.44% | 25.05%-13.6pp | 29.47%-18.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $870 | $2,700-67.8% | $3,025-71.3% | $2,728-68.1% |
| Participant deferral / active EE | $6,844 | $5,148+32.9% | $5,056+35.4% | $4,651+47.1% |
| Admin fee / account holder | $344 | $236+46.0% | $9,460-96.4% | $433-20.5% |