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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,780 | $79,181+10.9% | $102,423-14.3% | $74,429+17.9% |
| Participation rate | 42.6% | 74.8%-32.1pp | 76.5%-33.9pp | 67.2%-24.6pp |
| Annual return | 14.73% | 54.97%-40.2pp | 29.42%-14.7pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $970 | $2,362-58.9% | $3,023-67.9% | $2,625-63.0% |
| Participant deferral / active EE | $2,493 | $4,416-43.5% | $5,054-50.7% | $4,348-42.7% |
| Admin fee / account holder | $450 | $2,002-77.5% | $9,455-95.2% | $1,944-76.9% |