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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $77,335 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 16 · EIN 06-1685865 | Consulting | $27,500 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $47,942 | $39,898+20.2% | $121,208-60.4% | $55,725-14.0% |
| Participation rate | 53.7% | 61.2%-7.5pp | 71.8%-18.0pp | 70.9%-17.1pp |
| Annual return | -6.13% | -0.96%-5.2pp | 16.93%-23.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,371 | $1,295+83.1% | $4,023-41.0% | $2,078+14.1% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,345-100.0% | $3,356-100.0% |
| Admin fee / account holder | $304 | $95+219.5% | $5,020-93.9% | $115+163.8% |