Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.10+ years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $98,056 |
GORDON ASSET MANAGEMENT9 years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $18,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,061 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,798 | $106,110-50.2% | $147,005-64.1% | $77,671-32.0% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 23.34% | 56.77%-33.4pp | 418.76%-395.4pp | 31.21%-7.9pp |
| Employer contribution / active EE | $3,198 | $4,065-21.3% | $4,934-35.2% | $2,726+17.3% |
| Participant deferral / active EE | $6,371 | $7,992-20.3% | $8,070-21.0% | $4,648+37.1% |
| Admin fee / account holder | $137 | $338-59.5% | $13,006-98.9% | $430-68.2% |