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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,322 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $57,204 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $55,999 | $106,230-47.3% | $147,080-61.9% | $77,736-28.0% |
| Participation rate | 92.5% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 21.84% | 56.91%-35.1pp | 420.17%-398.3pp | 31.26%-9.4pp |
| Employer contribution / active EE | $1,010 | $4,072-75.2% | $4,933-79.5% | $2,728-63.0% |
| Participant deferral / active EE | $7,928 | $8,001-0.9% | $8,066-1.7% | $4,651+70.5% |
| Admin fee / account holder | $274 | $338-19.1% | $12,989-97.9% | $433-36.8% |