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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC8 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,617 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,234 | $91,760-11.5% | $156,181-48.0% | $67,986+19.5% |
| Participation rate | 87.9% | 65.0%+22.9pp | 78.8%+9.1pp | 57.2%+30.7pp |
| Annual return | 16.35% | 18.14%-1.8pp | 64.87%-48.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $2,420 | $2,4190% | $4,294-43.6% | $2,019+19.9% |
| Participant deferral / active EE | $5,791 | $3,960+46.2% | $6,132-5.6% | $3,358+72.5% |
| Admin fee / account holder | $326 | $3,949-91.8% | $14,586-97.8% | $3,203-89.8% |