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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,120 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,802 |
CARON & BLETZER, PLLC1 year Service code 99 51 CHURCH STREET · KINGSTON, NH 03848 | Other Fees | $7,700 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,350 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,205 | $73,638-63.1% | $95,964-71.7% | $73,497-63.0% |
| Participation rate | 84.3% | 76.2%+8.2pp | 77.1%+7.3pp | 70.7%+13.7pp |
| Annual return | 26.51% | 16.78%+9.7pp | 91.64%-65.1pp | 28.51%-2.0pp |
| Employer contribution / active EE | $431 | $1,863-76.9% | $2,541-83.0% | $2,270-81.0% |
| Participant deferral / active EE | $2,509 | $3,617-30.6% | $4,167-39.8% | $3,740-32.9% |
| Admin fee / account holder | $232 | $482-51.9% | $6,797-96.6% | $513-54.8% |