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| Provider | Service type | Compensation |
|---|---|---|
MWM CONSULTING GROUP10+ years Service code 11 · EIN 36-3870584 | Actuarial | $86,921 |
Service code 27 · EIN 35-1799334 | Advisory (Plan) | $22,110 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $16,065 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 25.0%-25.0pp | 10.4%-10.4pp |
| Annual return | 1.92% | 9.31%-7.4pp | 9.23%-7.3pp | 9.31%-7.4pp |
| Employer contribution / active EE | $293 | $13,179-97.8% | $24,393-98.8% | $13,179-97.8% |
| Participant deferral / active EE | $0 | $193-100.0% | $23-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |