Filed March 16, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,394 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $40,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,830 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,609 | $44,897-38.5% | $84,966-67.5% | $199,593-86.2% |
| Participation rate | 61.3% | 45.7%+15.6pp | 67.5%-6.2pp | 72.0%-10.7pp |
| Annual return | 18.13% | 20.96%-2.8pp | 66.38%-48.3pp | 34.25%-16.1pp |
| Employer contribution / active EE | $2,688 | $1,365+96.9% | $2,727-1.4% | $3,034-11.4% |
| Participant deferral / active EE | $1,926 | $2,668-27.8% | $4,519-57.4% | $5,087-62.1% |
| Admin fee / account holder | $126 | $584-78.5% | $6,149-98.0% | $269-53.2% |