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| Provider | Service type | Compensation |
|---|---|---|
EVEREST CONSULTANTS2+ years Service code 27 · EIN 16-1526768 | Advisory (Plan) | $24,759 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $2,760 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value 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 | $339,754 | $80,753+320.7% | $136,298+149.3% | $62,293+445.4% |
| Participation rate | 12.0% | 73.5%-61.5pp | 81.9%-69.9pp | 69.5%-57.5pp |
| Annual return | 18.88% | 35.83%-16.9pp | 5156.27%-5137.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,778 | $5,164-65.6% | $6,247-71.5% | $3,169-43.9% |
| Admin fee / account holder | $1,376 | $525+161.9% | $9,244-85.1% | $479+187.1% |