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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $52,817 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,931 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,122 | $106,749+52.8% | $145,433+12.2% | $82,448+97.8% |
| Participation rate | 98.8% | 75.6%+23.1pp | 82.1%+16.7pp | 68.1%+30.7pp |
| Annual return | 14.86% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $3,767 | $3,444+9.4% | $4,554-17.3% | $2,551+47.7% |
| Participant deferral / active EE | $14,726 | $6,519+125.9% | $7,897+86.5% | $4,139+255.8% |
| Admin fee / account holder | $1,041 | $8,390-87.6% | $13,129-92.1% | $7,234-85.6% |