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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $61,028 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,854 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,277 | $40,386+98.8% | $80,607-0.4% | $74,440+7.8% |
| Participation rate | 88.2% | 47.4%+40.8pp | 67.0%+21.2pp | 70.7%+17.4pp |
| Annual return | 26.00% | 165.00%-139.0pp | 936.11%-910.1pp | 34.37%-8.4pp |
| Employer contribution / active EE | $2,727 | $1,496+82.3% | $2,724+0.1% | $2,638+3.4% |
| Participant deferral / active EE | $11,701 | $2,670+338.3% | $4,448+163.1% | $4,529+158.4% |
| Admin fee / account holder | $173 | $720-76.0% | $5,379-96.8% | $348-50.2% |