Filed November 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $162,162 |
MBG RETIREMENT1 year Filed as: MBG RETIREMENT INC Service code 17 · EIN 76-0392127 | Pension Consulting | $80,571 |
MELTON & MELTON LLP2+ years Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $8,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.52% | 17.94%-13.4pp | 5.44%-0.9pp | 7.18%-2.7pp |
| Employer contribution / active EE | $7,340 | $12,263-40.1% | $25,481-71.2% | $13,095-43.9% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |