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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $38,979 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,771 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,059 | $78,636-8.4% | $105,607-31.8% | $74,459-3.2% |
| Participation rate | 94.6% | 72.8%+21.9pp | 75.3%+19.4pp | 67.2%+27.4pp |
| Annual return | 28.09% | 15.96%+12.1pp | 116.11%-88.0pp | 1369.70%-1341.6pp |
| Employer contribution / active EE | $6,783 | $2,523+168.8% | $3,167+114.2% | $2,626+158.3% |
| Participant deferral / active EE | $15,764 | $4,322+264.8% | $5,011+214.6% | $4,350+262.4% |
| Admin fee / account holder | $323 | $2,220-85.4% | $10,958-97.1% | $1,945-83.4% |