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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 16 · EIN 22-3570392 | Consulting | $119,961 |
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $30,071 |
Service code 16 · EIN 94-1737782 | Consulting | $150 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,871 | $101,672+209.7% | $147,117+114.0% | $74,478+322.8% |
| Participation rate | 93.1% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.8pp |
| Annual return | 16.44% | 8757.83%-8741.4pp | 420.54%-404.1pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $6,840 | $3,813+79.4% | $4,932+38.7% | $2,626+160.5% |
| Participant deferral / active EE | $18,201 | $7,305+149.2% | $8,065+125.7% | $4,350+318.4% |
| Admin fee / account holder | $342 | $1,753-80.5% | $12,993-97.4% | $1,946-82.4% |