Filed November 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $223,604 |
MBG RETIREMENT2 years Filed as: MBG RETIREMENT PLANS INC Service code 27 · EIN 76-0392127 | Advisory (Plan) | $96,990 |
MELTON & MELTON LLP6+ years Service code 10 · EIN 74-1550819 | Accounting | $10,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 11.77% | 10.60%+1.2pp | -2.84%+14.6pp | 627.08%-615.3pp |
| Employer contribution / active EE | $10,148 | $19,729-48.6% | $33,329-69.6% | $18,824-46.1% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |