Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MBG RETIREMENT3 years Filed as: MBG RETIREMENT, INC. Service code 26 · EIN 76-0392127 11700 KATY FREEWAY · HOUSTON, TX 77079 | Advisory (Participants) | $9,155 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,676 | $64,286-14.9% | $90,965-39.9% | $73,412-25.5% |
| Participation rate | 17.9% | 63.6%-45.7pp | 69.0%-51.1pp | 72.2%-54.3pp |
| Annual return | 14.20% | 21.46%-7.3pp | 134.57%-120.4pp | 59.30%-45.1pp |
| Employer contribution / active EE | $128 | $895-85.7% | $2,122-94.0% | $2,234-94.3% |
| Participant deferral / active EE | $1,422 | $2,453-42.0% | $3,373-57.8% | $3,806-62.6% |
| Admin fee / account holder | $359 | $287+25.0% | $5,960-94.0% | $158+127.3% |