Filed October 24, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $62,669 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,848 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,947 | $106,230+33.6% | $147,080-3.5% | $77,736+82.6% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.6pp | 70.6%+27.2pp |
| Annual return | 14.44% | 56.91%-42.5pp | 420.17%-405.7pp | 31.26%-16.8pp |
| Employer contribution / active EE | $1,878 | $4,072-53.9% | $4,933-61.9% | $2,728-31.2% |
| Participant deferral / active EE | $9,219 | $8,001+15.2% | $8,066+14.3% | $4,651+98.2% |
| Admin fee / account holder | $317 | $338-6.4% | $12,989-97.6% | $433-26.9% |