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| Provider | Service type | Compensation |
|---|---|---|
MBG RETIREMENT3+ years Filed as: MBG RETIREMENT INC Service code 15 · EIN 76-0392127 | Recordkeeping | $17,911 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,925 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,180 | $106,230-56.5% | $147,080-68.6% | $77,736-40.6% |
| Participation rate | 59.4% | 78.4%-18.9pp | 82.2%-22.7pp | 70.6%-11.1pp |
| Annual return | 25.19% | 56.91%-31.7pp | 420.17%-395.0pp | 31.26%-6.1pp |
| Employer contribution / active EE | $1,132 | $4,072-72.2% | $4,933-77.1% | $2,728-58.5% |
| Participant deferral / active EE | $3,623 | $8,001-54.7% | $8,066-55.1% | $4,651-22.1% |
| Admin fee / account holder | $133 | $338-60.6% | $12,989-99.0% | $433-69.3% |