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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $602,678 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $98,370 |
Filed as: PROFESSIONAL FINANCIAL MANAGEMENT Service code 16 · EIN 20-5297833 | Consulting | $8,597 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,059 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,626 | $52,346+46.4% | $143,801-46.7% | $78,104-1.9% |
| Participation rate | 96.8% | 72.7%+24.1pp | 80.3%+16.5pp | 74.5%+22.3pp |
| Annual return | -16.96% | -14.19%-2.8pp | -0.04%-16.9pp | 10.90%-27.9pp |
| Employer contribution / active EE | $1,972 | $2,131-7.4% | $4,952-60.2% | $3,128-36.9% |
| Participant deferral / active EE | $6,108 | $3,800+60.7% | $5,639+8.3% | $5,089+20.0% |
| Admin fee / account holder | $86 | $63+35.4% | $14,680-99.4% | $79+8.8% |