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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $94,765 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $49,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,517 | $92,224+70.8% | $105,223+49.7% | $79,634+97.8% |
| Participation rate | 59.5% | 69.2%-9.6pp | 75.0%-15.5pp | 62.5%-2.9pp |
| Annual return | 20.64% | 88.65%-68.0pp | 180.65%-160.0pp | 36.46%-15.8pp |
| Employer contribution / active EE | $1,856 | $3,965-53.2% | $3,689-49.7% | $2,529-26.6% |
| Participant deferral / active EE | $6,722 | $3,834+75.3% | $5,072+32.5% | $3,835+75.3% |
| Admin fee / account holder | $382 | $1,121-65.9% | $8,859-95.7% | $1,002-61.9% |