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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 | $45,109+90.9% | $85,240+1.0% | $77,762+10.7% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 15.06% | 79.55%-64.5pp | 66.75%-51.7pp | 31.27%-16.2pp |
| Employer contribution / active EE | $3,113 | $1,602+94.4% | $2,735+13.8% | $2,728+14.1% |
| Participant deferral / active EE | $12,803 | $2,814+355.0% | $4,527+182.8% | $4,651+175.3% |
| Admin fee / account holder | $216 | $915-76.4% | $6,165-96.5% | $433-50.1% |