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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $15,069 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,557 |
ADP BROKER-DEALER6+ 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 | $44,557 | $81,474-45.3% | $133,971-66.7% | $73,493-39.4% |
| Participation rate | 95.2% | 76.4%+18.8pp | 79.8%+15.3pp | 70.7%+24.5pp |
| Annual return | 15.27% | 19.40%-4.1pp | 45.09%-29.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,004 | $2,209-54.5% | $3,919-74.4% | $2,270-55.8% |
| Participant deferral / active EE | $3,381 | $3,786-10.7% | $5,047-33.0% | $3,740-9.6% |
| Admin fee / account holder | $106 | $713-85.2% | $8,929-98.8% | $513-79.4% |