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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $49,688 |
MMA SECURITIES LLC1 year Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $24,309 |
LARA MAY & ASSOCIATES LLC5+ years Filed as: LARA, MAY & ASSOCIATES LLC Service code 55 SUITE 120 EAST · FALLS CHURCH, VA 22043 | Other Commissions | $11,186 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,035 | $80,530+81.3% | $90,304+61.7% | - |
| Participation rate | 98.0% | 58.0%+40.0pp | 73.3%+24.7pp | - |
| Annual return | 22.63% | 36.03%-13.4pp | 78.13%-55.5pp | - |
| Employer contribution / active EE | $229 | $1,117-79.5% | $2,855-92.0% | - |
| Participant deferral / active EE | $7,464 | $2,324+221.2% | $3,885+92.1% | - |
| Admin fee / account holder | $305 | $3,788-92.0% | $5,354-94.3% | - |