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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $68,933 |
MMA SECURITIES LLC1 year Filed as: NIA SECURITIES LLC Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $52,683 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,781 | $63,768+153.7% | $98,483+64.3% | $79,391+103.8% |
| Participation rate | 96.0% | 69.9%+26.1pp | 73.3%+22.6pp | 70.7%+25.3pp |
| Annual return | 15.74% | 626.18%-610.4pp | 1494.38%-1478.6pp | 116.88%-101.1pp |
| Employer contribution / active EE | $205 | $2,558-92.0% | $2,961-93.1% | $2,428-91.6% |
| Participant deferral / active EE | $8,214 | $3,305+148.6% | $4,276+92.1% | $4,046+103.0% |
| Admin fee / account holder | $363 | $516-29.7% | $5,953-93.9% | $627-42.1% |