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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $14,084 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,677 | $61,473-17.6% | $81,926-38.1% | $73,412-31.0% |
| Participation rate | 26.7% | 72.4%-45.7pp | 72.0%-45.3pp | 72.2%-45.5pp |
| Annual return | 13.97% | 28.26%-14.3pp | 29.49%-15.5pp | 59.30%-45.3pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,310-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $732 | $3,080-76.2% | $7,108-89.7% | $3,806-80.8% |
| Admin fee / account holder | $292 | $125+132.4% | $5,159-94.3% | $158+84.7% |