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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $26,257 |
MBG RETIREMENT1 year Filed as: MBG RETIREMENT, INC. Service code 26 · EIN 76-0392127 | Advisory (Participants) | $17,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,428 | $65,376-36.6% | $87,104-52.4% | $65,185-36.4% |
| Participation rate | 64.7% | 75.3%-10.6pp | 76.9%-12.1pp | 70.2%-5.5pp |
| Annual return | 21.75% | 31.27%-9.5pp | 28.19%-6.4pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,489 | $1,822-18.3% | $2,521-41.0% | $2,177-31.6% |
| Participant deferral / active EE | $2,176 | $3,388-35.8% | $4,048-46.2% | $3,514-38.1% |
| Admin fee / account holder | $356 | $520-31.5% | $7,491-95.2% | $847-58.0% |