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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; Custodia... | $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 | $45,343+130.0% | $150,298-30.6% | $67,986+53.4% |
| Participation rate | 57.5% | 51.9%+5.6pp | 77.8%-20.3pp | 57.2%+0.3pp |
| Annual return | 38.71% | 33.28%+5.4pp | 62.79%-24.1pp | 31.67%+7.0pp |
| Employer contribution / active EE | $4,548 | $1,462+211.1% | $4,154+9.5% | $2,019+125.3% |
| Participant deferral / active EE | $8,552 | $2,055+316.2% | $5,453+56.8% | $3,358+154.7% |
| Admin fee / account holder | $499 | $2,250-77.8% | $14,116-96.5% | $3,203-84.4% |