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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MMA SECURITIES LLC3 years 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.
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 | $34,910 | $62,583-44.2% | $76,767-54.5% | $64,173-45.6% |
| Participation rate | 52.9% | 72.8%-19.9pp | 77.0%-24.1pp | 69.6%-16.7pp |
| Annual return | -7.20% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,026 | $3,145-35.6% | $3,852-47.4% | $3,470-41.6% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |