Filed November 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,810 |
MBG RETIREMENT4 years Filed as: MBG RETIREMENT PLANS INC Service code 27 · EIN 76-0392127 | Advisory (Plan) | $65,041 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $24,105 |
MELTON & MELTON LLP4 years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $11,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -16.92% | -15.55%-1.4pp | -5.12%-11.8pp | 39.82%-56.7pp |
| Employer contribution / active EE | $6,194 | $14,317-56.7% | $31,020-80.0% | $19,980-69.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |