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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 | $78,607+5.3% | $105,624-21.7% | $74,478+11.1% |
| Participation rate | 81.7% | 72.8%+8.9pp | 75.3%+6.4pp | 67.2%+14.5pp |
| Annual return | 17.28% | 15.96%+1.3pp | 116.20%-98.9pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $2,687 | $2,523+6.5% | $3,168-15.2% | $2,626+2.3% |
| Participant deferral / active EE | $4,994 | $4,325+15.5% | $5,013-0.4% | $4,350+14.8% |
| Admin fee / account holder | $251 | $2,220-88.7% | $10,961-97.7% | $1,946-87.1% |