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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $19,732 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,300 |
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 | $26,455 | $47,766-44.6% | $82,706-68.0% | $64,814-59.2% |
| Participation rate | 90.3% | 67.7%+22.6pp | 72.6%+17.7pp | 71.5%+18.8pp |
| Annual return | -11.62% | -13.06%+1.4pp | 701.76%-713.4pp | 32.84%-44.5pp |
| Employer contribution / active EE | $4,616 | $2,182+111.6% | $3,007+53.5% | $2,507+84.1% |
| Participant deferral / active EE | $9,344 | $3,332+180.4% | $4,394+112.7% | $4,310+116.8% |
| Admin fee / account holder | $65 | $143-54.8% | $5,329-98.8% | $188-65.6% |