Filed September 12, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $105,859 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $43,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,653 | $89,123+7.3% | $102,460-6.6% | $77,762+23.0% |
| Participation rate | 47.1% | 80.9%-33.8pp | 76.5%-29.4pp | 70.6%-23.5pp |
| Annual return | 18.67% | 25.05%-6.4pp | 29.47%-10.8pp | 31.27%-12.6pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,009 | $5,148-61.0% | $5,056-60.3% | $4,651-56.8% |
| Admin fee / account holder | $409 | $236+73.4% | $9,460-95.7% | $433-5.5% |