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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 | $44,980+91.4% | $85,063+1.2% | $77,692+10.8% |
| Participation rate | 100.0% | 48.6%+51.4pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 15.06% | 79.13%-64.1pp | 66.54%-51.5pp | 31.25%-16.2pp |
| Employer contribution / active EE | $3,113 | $1,607+93.7% | $2,727+14.2% | $2,726+14.2% |
| Participant deferral / active EE | $12,803 | $2,804+356.6% | $4,523+183.1% | $4,648+175.4% |
| Admin fee / account holder | $216 | $911-76.3% | $6,155-96.5% | $431-49.8% |