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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $231,776 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $58,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,376 | $50,151-83.3% | $149,696-94.4% | $80,157-89.6% |
| Participation rate | 67.6% | 64.3%+3.3pp | 78.8%-11.2pp | 72.9%-5.3pp |
| Annual return | 18.54% | 29.80%-11.3pp | 134.46%-115.9pp | 40.39%-21.8pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $2,151 | $3,194-32.7% | $5,682-62.1% | $5,015-57.1% |
| Admin fee / account holder | $81 | $153-47.0% | $13,212-99.4% | $145-44.2% |