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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $61,350 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,180 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$245,540 |
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 | $109,320 | $89,067+22.7% | $102,423+6.7% | $77,714+40.7% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 16.43% | 25.01%-8.6pp | 29.42%-13.0pp | 31.26%-14.8pp |
| Employer contribution / active EE | $3,781 | $2,699+40.1% | $3,023+25.1% | $2,727+38.7% |
| Participant deferral / active EE | $10,776 | $5,147+109.4% | $5,054+113.2% | $4,649+131.8% |
| Admin fee / account holder | -$105 | $236-144.6% | $9,455-101.1% | $433-124.3% |