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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $8,294 |
LPL FINANCIAL5+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $7,654 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,530 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $41,905 | $86,341-51.5% | $125,192-66.5% | $65,185-35.7% |
| Participation rate | 92.8% | 75.3%+17.5pp | 79.8%+13.0pp | 70.2%+22.6pp |
| Annual return | 24.75% | 27.44%-2.7pp | 43.79%-19.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,053 | $2,040-48.4% | $3,866-72.8% | $2,177-51.6% |
| Participant deferral / active EE | $3,307 | $3,538-6.5% | $4,937-33.0% | $3,514-5.9% |
| Admin fee / account holder | $111 | $609-81.7% | $9,704-98.9% | $847-86.9% |