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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,795 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $24,033 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,499 | $52,507+47.6% | $129,406-40.1% | $74,478+4.1% |
| Participation rate | 95.6% | 53.9%+41.7pp | 69.6%+26.0pp | 67.2%+28.4pp |
| Annual return | 11.54% | 15.64%-4.1pp | 9468.18%-9456.6pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $2,991 | $1,534+95.0% | $4,155-28.0% | $2,626+13.9% |
| Participant deferral / active EE | $5,449 | $2,801+94.6% | $4,167+30.7% | $4,350+25.2% |
| Admin fee / account holder | $289 | $2,639-89.1% | $7,689-96.2% | $1,946-85.2% |