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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 | $106,524+53.1% | $152,301+7.1% | $87,485+86.5% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.4%+16.3pp | 68.9%+29.9pp |
| Annual return | 14.86% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $3,767 | $3,371+11.7% | $4,624-18.5% | $2,596+45.1% |
| Participant deferral / active EE | $14,726 | $6,525+125.7% | $8,004+84.0% | $4,274+244.6% |
| Admin fee / account holder | $1,041 | $8,287-87.4% | $14,398-92.8% | $7,775-86.6% |