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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $124,525 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $46,788 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,522 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,560 | $93,010-60.7% | $96,515-62.1% | $74,460-50.9% |
| Participation rate | 97.3% | 71.6%+25.8pp | 74.3%+23.0pp | 70.7%+26.6pp |
| Annual return | 15.88% | 37.50%-21.6pp | 35.73%-19.8pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,191 | $3,427-65.2% | $3,740-68.1% | $2,638-54.8% |
| Participant deferral / active EE | $4,565 | $3,971+15.0% | $4,880-6.4% | $4,530+0.8% |
| Admin fee / account holder | $167 | $633-73.6% | $6,735-97.5% | $348-51.9% |