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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $232 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 49 ALLAN CTR 500 DALLAS ST · HOUSTON, TX 77002 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,600 | $60,349-47.6% | $74,184-57.4% | $62,881-49.7% |
| Participation rate | 42.9% | 72.7%-29.9pp | 76.6%-33.8pp | 69.3%-26.4pp |
| Annual return | 4.48% | 21.38%-16.9pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,095 | $1,680-34.9% | $2,370-53.8% | $2,281-52.0% |
| Participant deferral / active EE | $2,600 | $2,856-9.0% | $3,550-26.8% | $3,203-18.8% |
| Admin fee / account holder | $11 | $4,261-99.7% | $5,586-99.8% | $4,296-99.8% |