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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$210,681 |
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 | $93,694 | $99,168-5.5% | $96,534-2.9% | $74,460+25.8% |
| Participation rate | 97.0% | 80.7%+16.3pp | 76.0%+21.0pp | 70.7%+26.2pp |
| Annual return | 22.67% | 22.40%+0.3pp | 25.88%-3.2pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,479 | $2,570+35.4% | $2,965+17.3% | $2,638+31.9% |
| Participant deferral / active EE | $10,698 | $4,936+116.7% | $4,851+120.5% | $4,530+136.2% |
| Admin fee / account holder | -$79 | $225-135.3% | $8,253-101.0% | $348-122.8% |