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| Provider | Service type | Compensation |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.4+ years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $160,091 |
GORDON ASSET MANAGEMENT4+ years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $18,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-3106735 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,562 | $45,382+15.8% | $154,111-65.9% | $75,289-30.2% |
| Participation rate | 99.7% | 65.9%+33.8pp | 83.0%+16.7pp | 72.4%+27.3pp |
| Annual return | -7.76% | -0.47%-7.3pp | 735.18%-742.9pp | -0.04%-7.7pp |
| Employer contribution / active EE | $5,535 | $1,533+261.1% | $5,298+4.5% | $2,405+130.2% |
| Participant deferral / active EE | $4,945 | $2,384+107.4% | $5,081-2.7% | $3,739+32.3% |
| Admin fee / account holder | $88 | $89-2.0% | $13,411-99.3% | $102-14.4% |