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| Provider | Service type | Compensation |
|---|---|---|
MBG RETIREMENT7 years Filed as: MBG RETIREMENT, INC. Service code 26 · EIN 76-0392127 11700 KATY FREEWAY · HOUSTON, TX 77079 | Advisory (Participants) | $20,221 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,800 |
ADP BROKER-DEALER1 year Filed as: ADP INC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,246 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,383 | $54,193-56.9% | $93,681-75.0% | $77,692-69.9% |
| Participation rate | 46.4% | 63.9%-17.5pp | 68.7%-22.3pp | 70.6%-24.2pp |
| Annual return | 16.33% | 30.54%-14.2pp | 133.47%-117.1pp | 31.25%-14.9pp |
| Employer contribution / active EE | $1,417 | $1,168+21.3% | $2,422-41.5% | $2,726-48.0% |
| Participant deferral / active EE | $3,315 | $3,144+5.4% | $4,415-24.9% | $4,648-28.7% |
| Admin fee / account holder | $148 | $576-74.2% | $8,290-98.2% | $431-65.6% |