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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $2,235 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,567 | $111,608-95.0% | $177,848-96.9% | $73,412-92.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 11.35% | 18.23%-6.9pp | 48.33%-37.0pp | 59.30%-47.9pp |
| Employer contribution / active EE | $4,080 | $3,796+7.5% | $5,919-31.1% | $2,234+82.6% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $7 | $166-96.1% | $12,431-99.9% | $158-95.9% |