Filed September 12, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,405 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $21,500 |
GRANT THORNTON LLP1 year Filed as: LLP FINANCIAL Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,724 |
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 | $78,811 | $99,201-20.6% | $96,544-18.4% | $74,473+5.8% |
| Participation rate | 47.8% | 80.7%-32.9pp | 76.0%-28.2pp | 70.7%-23.0pp |
| Annual return | 20.57% | 22.40%-1.8pp | 25.88%-5.3pp | 34.36%-13.8pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,966-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,099 | $4,938-57.5% | $4,851-56.7% | $4,530-53.7% |
| Admin fee / account holder | $334 | $225+48.5% | $8,254-96.0% | $347-3.8% |