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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,819 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,113 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,068 | $92,090-43.5% | $106,201-51.0% | $77,671-33.0% |
| Participation rate | 81.0% | 81.0%0pp | 75.3%+5.7pp | 70.6%+10.4pp |
| Annual return | 30.01% | 17.89%+12.1pp | 116.26%-86.3pp | 31.21%-1.2pp |
| Employer contribution / active EE | $339 | $3,368-89.9% | $3,170-89.3% | $2,726-87.6% |
| Participant deferral / active EE | $2,596 | $5,386-51.8% | $5,012-48.2% | $4,648-44.2% |
| Admin fee / account holder | $139 | $219-36.6% | $11,039-98.7% | $430-67.7% |