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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $37,148 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,792 |
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 | $82,737 | $78,483+5.4% | $106,201-22.1% | $74,546+11.0% |
| Participation rate | 81.7% | 72.8%+8.9pp | 75.3%+6.4pp | 67.2%+14.5pp |
| Annual return | 17.28% | 15.94%+1.3pp | 116.26%-99.0pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $2,687 | $2,522+6.5% | $3,170-15.2% | $2,624+2.4% |
| Participant deferral / active EE | $4,994 | $4,320+15.6% | $5,012-0.4% | $4,347+14.9% |
| Admin fee / account holder | $251 | $2,236-88.8% | $11,039-97.7% | $1,944-87.1% |