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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $25,178 |
MBG RETIREMENT5 years Service code 26 · EIN 76-0392127 11700 KATY FREEWAY · HOUSTON, TX 77079 | Advisory (Participants) | $18,204 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,872 | $70,879-18.4% | $189,558-69.5% | $79,393-27.1% |
| Participation rate | 65.5% | 68.0%-2.5pp | 78.5%-13.0pp | 70.7%-5.2pp |
| Annual return | 8.84% | 20.70%-11.9pp | 64.19%-55.3pp | 116.87%-108.0pp |
| Employer contribution / active EE | $1,446 | $1,806-19.9% | $4,412-67.2% | $2,428-40.4% |
| Participant deferral / active EE | $2,761 | $4,081-32.4% | $6,174-55.3% | $4,046-31.8% |
| Admin fee / account holder | $364 | $647-43.8% | $9,809-96.3% | $627-41.9% |