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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,910 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $30,318 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,091 | $50,151-65.9% | $149,696-88.6% | $80,157-78.7% |
| Participation rate | 16.1% | 64.3%-48.2pp | 78.8%-62.7pp | 72.9%-56.9pp |
| Annual return | 18.84% | 29.80%-11.0pp | 134.46%-115.6pp | 40.39%-21.5pp |
| Employer contribution / active EE | $260 | $1,867-86.1% | $4,821-94.6% | $2,977-91.3% |
| Participant deferral / active EE | $471 | $3,194-85.2% | $5,682-91.7% | $5,015-90.6% |
| Admin fee / account holder | $131 | $153-13.9% | $13,212-99.0% | $145-9.3% |