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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 27 P.O. BOX 29781 · NEW YORK, NY 100989807 | Advisory (Plan) | $22,680 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $18,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,680 | $60,349-27.6% | $74,184-41.1% | $62,881-30.5% |
| Participation rate | 92.4% | 72.7%+19.7pp | 76.6%+15.8pp | 69.3%+23.1pp |
| Annual return | 3.62% | 21.38%-17.8pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,258 | $1,680-25.1% | $2,370-46.9% | $2,281-44.8% |
| Participant deferral / active EE | $2,798 | $2,856-2.0% | $3,550-21.2% | $3,203-12.6% |
| Admin fee / account holder | $440 | $4,261-89.7% | $5,586-92.1% | $4,296-89.8% |