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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MVP PLAN ADMINISTRATORS Service code 50 · EIN 56-2263714 300 S MAIN ST. SUITE 328 · HOLLY SPRINGS, NC 27540 | Direct Payment | $181,590 |
BEACON POINTE ADVISORS LLC6 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 23-2148108 20000 HORIZON WAY, SUITE 600 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $79,523 |
RIVERSEDGE ADV. RET. SOLUTIONS, LLC10+ years Filed as: RIVERSEDGE ADVAN. RETIRE. SOLUTIONS Service code 50 · EIN 27-1155910 3000 VILLAGE RUN ROAD · WEXFORD, PA 15090 | Direct Payment | $31,534 |
O'DONOGHUE & O'DONOGHUE3 years Service code 29 · EIN 53-0120528 5301 WISCONSIN AVENUE, NW SUITE 800 · WASHINGTON DC, DC 20015 | Legal | $7,874 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,699 | $241,850-98.1% | $102,437-95.4% | $200,096-97.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 5.87% | 17.67%-11.8pp | 24.95%-19.1pp | 34.26%-28.4pp |
| Employer contribution / active EE | $1,968 | $4,253-53.7% | $3,871-49.1% | $3,038-35.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $116 | $288-59.9% | $8,388-98.6% | $269-57.1% |