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| Provider | Service type | Compensation |
|---|---|---|
MBM ADVISORS, INC.1+ years Service code 15 · EIN 74-2009441 | Recordkeeping | $1,757 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,714 | $22,714+4.4% | $59,496-60.1% | $55,191-57.0% |
| Participation rate | 16.9% | 37.5%-20.5pp | 54.6%-37.6pp | 69.2%-52.2pp |
| Annual return | 1.05% | -44.01%+45.1pp | 182.05%-181.0pp | 10.78%-9.7pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $431 | $843-48.9% | $1,829-76.4% | $3,046-85.9% |
| Admin fee / account holder | $50 | $83-39.7% | $2,232-97.7% | $91-44.6% |