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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $136,446 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $75,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $106,107 | $89,435+18.6% | $164,975-35.7% | $77,714+36.5% |
| Participation rate | 97.6% | 78.6%+19.0pp | 78.6%+19.0pp | 70.6%+27.0pp |
| Annual return | 15.76% | 28.82%-13.1pp | 70.12%-54.4pp | 31.26%-15.5pp |
| Employer contribution / active EE | $5,279 | $2,563+106.0% | $4,343+21.6% | $2,727+93.6% |
| Participant deferral / active EE | $12,112 | $4,901+147.1% | $6,033+100.7% | $4,649+160.5% |
| Admin fee / account holder | $161 | $340-52.7% | $12,688-98.7% | $433-62.9% |