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| Provider | Service type | Compensation |
|---|---|---|
MHBT3 years Filed as: MHBT, A MMA LLC COMPANY Service code 11 · EIN 26-3237576 | Actuarial | $38,512 |
BAKER AVENUE5+ years Service code 28 · EIN 20-1735413 | Investment Management | $28,392 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILY LLP Service code 10 · EIN 45-0250958 | Accounting | $11,100 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 22.19% | 33.70%-11.5pp | 14.64%+7.6pp | 53.27%-31.1pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |