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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 | $78,483-8.2% | $106,201-32.1% | $74,546-3.3% |
| Participation rate | 94.6% | 72.8%+21.8pp | 75.3%+19.3pp | 67.2%+27.4pp |
| Annual return | 28.09% | 15.94%+12.2pp | 116.26%-88.2pp | 1366.03%-1337.9pp |
| Employer contribution / active EE | $6,783 | $2,522+169.0% | $3,170+114.0% | $2,624+158.5% |
| Participant deferral / active EE | $15,764 | $4,320+264.9% | $5,012+214.5% | $4,347+262.6% |
| Admin fee / account holder | $323 | $2,236-85.6% | $11,039-97.1% | $1,944-83.4% |