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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $617,655 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $99,979 |
Filed as: PROFESSIONAL FINANCIAL MANAGEMENT Service code 16 · EIN 20-5297833 | Consulting | $9,199 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,063 |
NATIONAL FINANCIAL SERVICES9+ 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 | $88,567 | $59,312+49.3% | $149,696-40.8% | $103,590-14.5% |
| Participation rate | 95.5% | 70.3%+25.2pp | 78.8%+16.8pp | 73.3%+22.2pp |
| Annual return | 19.41% | 78.03%-58.6pp | 134.46%-115.0pp | 33.13%-13.7pp |
| Employer contribution / active EE | $2,059 | $2,187-5.8% | $4,821-57.3% | $3,213-35.9% |
| Participant deferral / active EE | $6,393 | $3,719+71.9% | $5,682+12.5% | $5,214+22.6% |
| Admin fee / account holder | $87 | $103-14.9% | $13,212-99.3% | $114-23.4% |