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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 99 | Other Fees | $4,155 |
COMPASS 360, LLC1 year Filed as: COMPASS 360,LLC Service code 49 | Other Services | $816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,312 | $50,820-81.7% | $155,567-94.0% | $77,671-88.0% |
| Participation rate | 32.4% | 63.1%-30.7pp | 78.2%-45.8pp | 70.6%-38.2pp |
| Annual return | 24.84% | 34.85%-10.0pp | 64.74%-39.9pp | 31.21%-6.4pp |
| Employer contribution / active EE | $220 | $1,993-89.0% | $4,674-95.3% | $2,726-91.9% |
| Participant deferral / active EE | $1,277 | $2,823-54.8% | $5,628-77.3% | $4,648-72.5% |
| Admin fee / account holder | $26 | $436-94.1% | $15,916-99.8% | $430-94.1% |