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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $42,712 |
MMA SECURITIES LLC1 year Service code 99 · EIN 22-3570392 | Other Fees | $16,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,347 | $58,336-73.7% | $97,260-84.2% | $199,960-92.3% |
| Participation rate | 16.9% | 63.8%-46.9pp | 72.7%-55.8pp | 72.0%-55.1pp |
| Annual return | 16.47% | 32.81%-16.3pp | 75.54%-59.1pp | 34.28%-17.8pp |
| Employer contribution / active EE | $0 | $1,416-100.0% | $2,721-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $1,024 | $3,240-68.4% | $4,262-76.0% | $5,087-79.9% |
| Admin fee / account holder | $134 | $114+17.5% | $5,640-97.6% | $269-50.3% |