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| Provider | Service type | Compensation |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.6+ years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $200,638 |
GORDON ASSET MANAGEMENT6+ years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $18,500 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967289 | Securities Custodian | $2,181 |
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 | $75,440 | $56,095+34.5% | $178,499-57.7% | $90,274-16.4% |
| Participation rate | 99.8% | 65.6%+34.2pp | 81.9%+17.8pp | 73.4%+26.4pp |
| Annual return | 14.62% | 28.81%-14.2pp | 151.10%-136.5pp | 53.97%-39.4pp |
| Employer contribution / active EE | $3,982 | $1,572+153.3% | $5,011-20.5% | $2,523+57.8% |
| Participant deferral / active EE | $5,201 | $2,669+94.9% | $5,2020% | $4,231+22.9% |
| Admin fee / account holder | $104 | $101+3.1% | $13,986-99.3% | $114-9.0% |