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| Provider | Service type | Compensation |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.10+ years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $319,288 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967289 | Securities Custodian | $42,191 |
GORDON ASSET MANAGEMENT10+ years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $18,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,326 | $53,204+67.9% | $155,556-42.6% | $200,096-55.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 12.87% | 41.02%-28.2pp | 64.84%-52.0pp | 34.26%-21.4pp |
| Employer contribution / active EE | $6,692 | $1,850+261.7% | $4,675+43.1% | $3,038+120.3% |
| Participant deferral / active EE | $6,072 | $3,163+91.9% | $5,631+7.8% | $5,090+19.3% |
| Admin fee / account holder | $133 | $186-28.3% | $15,885-99.2% | $269-50.5% |