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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,030 |
UBS FINANCIAL SERVICES INC5 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,920 |
RSM US LLP1 year Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,920 | $138,386+111.7% | $184,260+59.0% | $80,935+261.9% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.8pp | 67.7%+30.0pp |
| Annual return | 18.23% | 20.02%-1.8pp | 28.84%-10.6pp | 35.66%-17.4pp |
| Employer contribution / active EE | $13,055 | $4,851+169.1% | $6,427+103.1% | $2,757+373.6% |
| Participant deferral / active EE | $31,392 | $7,076+343.7% | $9,133+243.7% | $4,299+630.1% |
| Admin fee / account holder | $903 | $10,489-91.4% | $13,898-93.5% | $6,924-87.0% |