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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $13,939 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,929 | $79,089-62.2% | $100,392-70.2% | $74,459-59.8% |
| Participation rate | 60.2% | 79.4%-19.2pp | 81.5%-21.3pp | 67.2%-7.0pp |
| Annual return | 55.69% | 20.61%+35.1pp | 49.45%+6.2pp | 1369.70%-1314.0pp |
| Employer contribution / active EE | $616 | $3,015-79.6% | $3,941-84.4% | $2,626-76.5% |
| Participant deferral / active EE | $5,415 | $7,747-30.1% | $8,090-33.1% | $4,350+24.5% |
| Admin fee / account holder | $95 | $1,336-92.9% | $7,904-98.8% | $1,945-95.1% |