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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $87,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,467 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,048 | $50,919+35.6% | $155,556-55.6% | $77,762-11.2% |
| Participation rate | 65.7% | 63.1%+2.6pp | 78.2%-12.6pp | 70.6%-4.9pp |
| Annual return | 12.78% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.5pp |
| Employer contribution / active EE | $2,235 | $1,991+12.2% | $4,675-52.2% | $2,728-18.1% |
| Participant deferral / active EE | $5,493 | $2,824+94.5% | $5,631-2.4% | $4,651+18.1% |
| Admin fee / account holder | $158 | $437-63.8% | $15,885-99.0% | $433-63.5% |