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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES, LLC Service code 64 · EIN 72-1396518 | Recordkeeping Fees | $10,248 |
IRONSHORE FINANCIAL, LLC1 year Service code 51 · EIN 82-5023101 | Investment Mgmt Fees | $8,400 |
Service code 13 · EIN 31-1585572 | Contract Administrator | $7,610 |
IME FINANCIAL, LLC4 years Service code 27 · EIN 27-2820524 | Advisory (Plan) | $7,488 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,868 | $96,782-54.7% | $140,514-68.8% | $69,255-36.7% |
| Participation rate | 45.7% | 81.0%-35.3pp | 77.8%-32.1pp | 69.0%-23.4pp |
| Annual return | 5.77% | 11.56%-5.8pp | 14.36%-8.6pp | 26.73%-21.0pp |
| Employer contribution / active EE | $774 | $3,063-74.7% | $3,378-77.1% | $2,645-70.7% |
| Participant deferral / active EE | $1,478 | $4,233-65.1% | $4,919-70.0% | $2,890-48.9% |
| Admin fee / account holder | $259 | $275-5.8% | $13,697-98.1% | $733-64.7% |