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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $4,498 |
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 | $9,722 | $111,491-91.3% | $189,545-94.9% | $86,821-88.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 13.38% | 83.50%-70.1pp | 555.36%-542.0pp | 97.94%-84.6pp |
| Employer contribution / active EE | $4,919 | $3,951+24.5% | $6,162-20.2% | $2,406+104.5% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $12 | $189-93.5% | $12,049-99.9% | $170-92.8% |