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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $8,005 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,669 | $305,925-77.6% | $178,499-61.5% | - |
| Participation rate | 65.7% | 64.3%+1.3pp | 81.9%-16.3pp | - |
| Annual return | 20.08% | 10.58%+9.5pp | 151.10%-131.0pp | - |
| Employer contribution / active EE | $1,867 | $2,545-26.6% | $5,011-62.7% | - |
| Participant deferral / active EE | $3,890 | $2,511+54.9% | $5,202-25.2% | - |
| Admin fee / account holder | $97 | $21,071-99.5% | $13,986-99.3% | - |