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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,966 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,558 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $11,305 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,203 | $91,692+38.7% | $67,561+88.3% | $77,714+63.7% |
| Participation rate | 37.6% | 76.0%-38.4pp | 72.9%-35.3pp | 70.6%-33.0pp |
| Annual return | 12.61% | 14.88%-2.3pp | 3525.44%-3512.8pp | 31.26%-18.6pp |
| Employer contribution / active EE | $2,014 | $3,188-36.8% | $2,735-26.4% | $2,727-26.1% |
| Participant deferral / active EE | $2,386 | $3,912-39.0% | $4,003-40.4% | $4,649-48.7% |
| Admin fee / account holder | $301 | $245+22.9% | $4,006-92.5% | $433-30.6% |