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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 | Claims processing; Participant loan p... | $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 | $43,496+139.8% | $161,489-35.4% | $64,340+62.1% |
| Participation rate | 57.5% | 53.5%+4.0pp | 78.7%-21.2pp | 55.2%+2.3pp |
| Annual return | 38.71% | 20.76%+18.0pp | 89.72%-51.0pp | 24.14%+14.6pp |
| Employer contribution / active EE | $4,548 | $1,431+217.9% | $4,268+6.6% | $1,862+144.3% |
| Participant deferral / active EE | $8,552 | $1,996+328.5% | $5,630+51.9% | $2,980+186.9% |
| Admin fee / account holder | $499 | $2,330-78.6% | $16,006-96.9% | $3,703-86.5% |