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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 |
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 | $49,655-100.0% | $231,535-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 45.5%-45.5pp | 18.6%-18.6pp |
| Annual return | 1.92% | 13.03%-11.1pp | 12.92%-11.0pp | 9.77%-7.8pp |
| Employer contribution / active EE | $293 | $4,701-93.8% | $24,425-98.8% | $13,890-97.9% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $262,349-100.0% | $2,893-100.0% |