Filed April 23, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,930 |
MMA SECURITIES LLC8 years Service code 27 | Advisory (Plan) | $29,397 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,439 |
MMA SECURITIES LLC8 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,371 | $95,904-2.6% | $173,730-46.3% | $64,340+45.1% |
| Participation rate | 95.6% | 60.6%+35.0pp | 79.6%+16.0pp | 55.2%+40.3pp |
| Annual return | 13.86% | 17.47%-3.6pp | 19.96%-6.1pp | 24.14%-10.3pp |
| Employer contribution / active EE | $2,056 | $2,323-11.5% | $4,577-55.1% | $1,862+10.5% |
| Participant deferral / active EE | $10,033 | $3,488+187.7% | $6,326+58.6% | $2,980+236.6% |
| Admin fee / account holder | $315 | $5,089-93.8% | $17,523-98.2% | $3,703-91.5% |