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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $33,333 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,792 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,525 |
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 | $132,378 | $106,230+24.6% | $147,080-10.0% | $77,736+70.3% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 15.85% | 56.91%-41.1pp | 420.17%-404.3pp | 31.26%-15.4pp |
| Employer contribution / active EE | $4,794 | $4,072+17.7% | $4,933-2.8% | $2,728+75.7% |
| Participant deferral / active EE | $15,888 | $8,001+98.6% | $8,066+97.0% | $4,651+241.6% |
| Admin fee / account holder | -$49 | $338-114.5% | $12,989-100.4% | $433-111.3% |