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| Provider | Service type | Compensation |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.2 years Service code 27 · EIN 52-1480475 | Advisory (Plan) | $43,851 |
Service code 13 · EIN 46-4091337 | Contract Administrator | $21,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,903 | $81,474+4.2% | $133,956-36.6% | $73,488+15.5% |
| Participation rate | 95.1% | 76.4%+18.7pp | 79.8%+15.2pp | 70.7%+24.4pp |
| Annual return | 11.32% | 19.40%-8.1pp | 45.09%-33.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,127 | $2,209-49.0% | $3,919-71.3% | $2,270-50.4% |
| Participant deferral / active EE | $2,150 | $3,786-43.2% | $5,048-57.4% | $3,740-42.5% |
| Admin fee / account holder | $475 | $713-33.4% | $8,927-94.7% | $513-7.4% |