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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 17 PO BOX 9496 · NEW YORK, NY 100874496 | Pension Consulting | $15,535 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT Service code 12 5350 77 CENTER DR, STE 200 · CHARLOTTE, NC 28217 | Claims processing; Recordkeeping and ... | $6,398 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 12 · EIN 23-1945930 | Claims processing | $2,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,310 | $79,223-42.8% | $102,460-55.8% | $74,478-39.2% |
| Participation rate | 62.8% | 74.8%-12.0pp | 76.5%-13.7pp | 67.2%-4.4pp |
| Annual return | 18.75% | 54.98%-36.2pp | 29.47%-10.7pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $6,473 | $2,363+173.9% | $3,025+114.0% | $2,626+146.5% |
| Participant deferral / active EE | $4,614 | $4,417+4.5% | $5,056-8.7% | $4,350+6.1% |
| Admin fee / account holder | $192 | $2,003-90.4% | $9,460-98.0% | $1,946-90.1% |