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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 | Recordkeeping and information managem... | $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 | $41,016+154.3% | $152,093-31.4% | $64,097+62.7% |
| Participation rate | 57.5% | 51.3%+6.2pp | 77.8%-20.3pp | 55.2%+2.3pp |
| Annual return | 38.71% | 39.60%-0.9pp | 66.36%-27.6pp | 34.64%+4.1pp |
| Employer contribution / active EE | $4,548 | $1,342+238.8% | $4,175+8.9% | $1,891+140.5% |
| Participant deferral / active EE | $8,552 | $1,927+343.7% | $5,451+56.9% | $3,080+177.7% |
| Admin fee / account holder | $499 | $2,305-78.4% | $14,497-96.6% | $3,454-85.6% |