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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $118,237 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $70,007 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
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 | $92,694 | $56,540+63.9% | $185,849-50.1% | $86,821+6.8% |
| Participation rate | 53.3% | 65.5%-12.2pp | 81.7%-28.4pp | 72.3%-19.0pp |
| Annual return | 50.42% | 118.20%-67.8pp | 122.10%-71.7pp | 97.94%-47.5pp |
| Employer contribution / active EE | $880 | $1,844-52.3% | $5,169-83.0% | $2,406-63.4% |
| Participant deferral / active EE | $4,726 | $2,555+85.0% | $5,569-15.1% | $4,132+14.4% |
| Admin fee / account holder | $148 | $150-1.0% | $16,244-99.1% | $170-12.7% |