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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,709 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $11,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,181 | $50,082-3.8% | $93,419-48.4% | $79,852-39.7% |
| Participation rate | 67.3% | 60.9%+6.4pp | 66.8%+0.6pp | 69.6%-2.3pp |
| Annual return | 20.68% | 24.59%-3.9pp | 78.05%-57.4pp | 31.72%-11.0pp |
| Employer contribution / active EE | $2,355 | $1,303+80.7% | $2,075+13.5% | $2,471-4.7% |
| Participant deferral / active EE | $4,921 | $2,212+122.4% | $3,126+57.4% | $3,740+31.6% |
| Admin fee / account holder | $317 | $3,454-90.8% | $5,230-93.9% | $5,306-94.0% |