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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $28,882 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,275 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,812 | $65,435-4.0% | $86,677-27.5% | $66,914-6.1% |
| Participation rate | 54.4% | 75.5%-21.0pp | 76.6%-22.1pp | 69.8%-15.4pp |
| Annual return | -20.33% | -10.89%-9.4pp | 35.91%-56.2pp | 1.58%-21.9pp |
| Employer contribution / active EE | $1,340 | $2,153-37.8% | $2,836-52.8% | $2,544-47.3% |
| Participant deferral / active EE | $3,109 | $4,100-24.2% | $4,656-33.2% | $4,237-26.6% |
| Admin fee / account holder | $417 | $642-35.0% | $7,493-94.4% | $593-29.7% |