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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,921 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $14,164 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,544 | $99,957-77.4% | $149,715-84.9% | $73,493-69.3% |
| Participation rate | 68.7% | 75.7%-7.0pp | 82.5%-13.8pp | 70.7%-2.0pp |
| Annual return | 98.12% | 53.87%+44.3pp | 276.66%-178.5pp | 28.51%+69.6pp |
| Employer contribution / active EE | $3,126 | $3,191-2.0% | $4,645-32.7% | $2,270+37.7% |
| Participant deferral / active EE | $6,919 | $6,073+13.9% | $6,842+1.1% | $3,740+85.0% |
| Admin fee / account holder | $263 | $551-52.2% | $9,310-97.2% | $513-48.7% |