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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $33,937 |
MMA SECURITIES LLC1+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $7,683 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,469 | $44,764-74.4% | $68,803-83.3% | $64,824-82.3% |
| Participation rate | 87.3% | 64.8%+22.5pp | 69.0%+18.2pp | 71.5%+15.8pp |
| Annual return | 34.33% | -10.91%+45.2pp | -6.37%+40.7pp | 32.84%+1.5pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,656-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,661 | $3,238+44.0% | $3,942+18.2% | $4,311+8.1% |
| Admin fee / account holder | $64 | $151-57.7% | $4,936-98.7% | $188-65.9% |