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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $60,614 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES LLC Service code 16 · EIN 06-1685865 | Consulting | $48,125 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,142 | $41,281+4.5% | $109,313-60.5% | $57,658-25.2% |
| Participation rate | 52.4% | 59.3%-6.9pp | 71.3%-18.8pp | 70.2%-17.8pp |
| Annual return | 6.79% | 8.97%-2.2pp | 22.07%-15.3pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,414 | $1,201+100.9% | $3,892-38.0% | $1,974+22.3% |
| Participant deferral / active EE | $0 | $2,223-100.0% | $3,166-100.0% | $3,061-100.0% |
| Admin fee / account holder | $332 | $75+341.5% | $5,666-94.1% | $95+251.4% |