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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $40,747 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,234 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,989 | $85,766+20.1% | $136,298-24.4% | $70,126+46.9% |
| Participation rate | 91.8% | 74.2%+17.6pp | 81.9%+9.8pp | 69.5%+22.2pp |
| Annual return | 17.91% | 31.46%-13.5pp | 5156.27%-5138.4pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $15,225 | $5,051+201.4% | $6,247+143.7% | $3,332+357.0% |
| Admin fee / account holder | $385 | $5,421-92.9% | $9,244-95.8% | $4,645-91.7% |