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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,584 |
Filed as: MWG RETIREMENT PLAN SERVICES Service code 15 · EIN 72-1396518 | Recordkeeping | $6,611 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,972 | $88,137-67.1% | $164,975-82.4% | $74,429-61.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 154.43% | 17.13%+137.3pp | 70.12%+84.3pp | 1368.38%-1214.0pp |
| Employer contribution / active EE | $5,061 | $2,597+94.9% | $4,343+16.6% | $2,625+92.8% |
| Participant deferral / active EE | $4,243 | $4,501-5.7% | $6,033-29.7% | $4,348-2.4% |
| Admin fee / account holder | $103 | $2,231-95.4% | $12,688-99.2% | $1,944-94.7% |