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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DYNAMIC PENSION SERVICES Service code 13 · EIN 31-1585572 | Contract Administrator | $9,976 |
Filed as: MWG RETIREMENT PLAN SERVICES, LLC Service code 64 · EIN 72-1396518 | Recordkeeping Fees | $9,731 |
IME FINANCIAL, LLC1 year Filed as: IME FINANCIAL. LLC Service code 27 · EIN 27-2820524 | Advisory (Plan) | $5,023 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,023 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,914 | $79,519-57.4% | $95,964-64.7% | $73,412-53.8% |
| Participation rate | 44.2% | 81.2%-37.0pp | 77.1%-32.9pp | 72.2%-28.0pp |
| Annual return | -4.69% | 19.20%-23.9pp | 91.64%-96.3pp | 59.30%-64.0pp |
| Employer contribution / active EE | $616 | $2,048-69.9% | $2,541-75.8% | $2,234-72.4% |
| Participant deferral / active EE | $1,323 | $4,138-68.0% | $4,167-68.2% | $3,806-65.2% |
| Admin fee / account holder | $270 | $184+46.5% | $6,797-96.0% | $158+71.0% |