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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 | $88,186-67.1% | $165,071-82.4% | $74,459-61.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 154.43% | 17.13%+137.3pp | 70.17%+84.3pp | 1369.70%-1215.3pp |
| Employer contribution / active EE | $5,061 | $2,600+94.7% | $4,347+16.4% | $2,626+92.8% |
| Participant deferral / active EE | $4,243 | $4,505-5.8% | $6,035-29.7% | $4,350-2.5% |
| Admin fee / account holder | $103 | $2,234-95.4% | $12,695-99.2% | $1,945-94.7% |