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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $70,940 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $58,324 |
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 | $86,098 | $45,022+91.2% | $85,126+1.1% | $77,714+10.8% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 15.06% | 79.38%-64.3pp | 66.63%-51.6pp | 31.26%-16.2pp |
| Employer contribution / active EE | $3,113 | $1,610+93.4% | $2,731+14.0% | $2,727+14.2% |
| Participant deferral / active EE | $12,803 | $2,811+355.5% | $4,523+183.1% | $4,649+175.4% |
| Admin fee / account holder | $216 | $913-76.3% | $6,160-96.5% | $433-50.1% |