Filed November 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $228,584 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Contract Administrator | $122,489 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $39,000 |
BRITT & COMPANY CPA LLC2 years Filed as: BRITT AND COMPANY CPA LLC Service code 10 · EIN 45-0604259 | Accounting | $15,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,857 | $83,158+17.7% | $167,512-41.6% | $102,872-4.9% |
| Participation rate | 98.5% | 70.1%+28.4pp | 77.1%+21.5pp | 73.0%+25.5pp |
| Annual return | 15.82% | 21.37%-5.6pp | 1615.79%-1600.0pp | 19.06%-3.2pp |
| Employer contribution / active EE | $3,030 | $2,233+35.7% | $3,882-21.9% | $3,526-14.1% |
| Participant deferral / active EE | $8,466 | $5,132+64.9% | $6,405+32.2% | $5,535+53.0% |
| Admin fee / account holder | $172 | $109+57.8% | $9,769-98.2% | $292-41.1% |