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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES LLC PEARTREE Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $46,433 |
NATIONWIDE5 years Service code 12 ONE NATIONWIDE PLAZA · COLUMUBS, OH 43215 | Participant loan processing; Recordke... | $46,302 |
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.)
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 | $104,298 | $43,749+138.4% | $158,223-34.1% | $65,306+59.7% |
| Participation rate | 57.5% | 56.9%+0.6pp | 79.2%-21.7pp | 57.7%-0.2pp |
| Annual return | 38.71% | 19.41%+19.3pp | 52.09%-13.4pp | 21.94%+16.8pp |
| Employer contribution / active EE | $4,548 | $1,497+203.7% | $4,109+10.7% | $1,967+131.2% |
| Participant deferral / active EE | $8,552 | $2,019+323.6% | $5,467+56.4% | $2,959+189.0% |
| Admin fee / account holder | $499 | $1,930-74.2% | $16,047-96.9% | $3,480-85.7% |