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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,576 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $16,511 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,566 | $52,507-32.3% | $129,406-72.5% | $74,478-52.2% |
| Participation rate | 67.1% | 53.9%+13.2pp | 69.6%-2.6pp | 67.2%-0.1pp |
| Annual return | 12.01% | 15.64%-3.6pp | 9468.18%-9456.2pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,142 | $2,801+12.2% | $4,167-24.6% | $4,350-27.8% |
| Admin fee / account holder | $190 | $2,639-92.8% | $7,689-97.5% | $1,946-90.2% |