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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $49,192 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,403 | $206,359-48.0% | $123,552-13.1% | - |
| Participation rate | 88.9% | 72.1%+16.8pp | 82.3%+6.6pp | - |
| Annual return | 1.06% | -5.77%+6.8pp | 119.20%-118.1pp | - |
| Employer contribution / active EE | $0 | $2,538-100.0% | $4,628-100.0% | - |
| Participant deferral / active EE | $14,513 | $5,785+150.9% | $6,426+125.9% | - |
| Admin fee / account holder | $413 | $21,386-98.1% | $9,285-95.6% | - |