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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 | $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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,798 | $106,264-50.3% | $147,117-64.1% | $77,762-32.1% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 23.34% | 56.94%-33.6pp | 420.54%-397.2pp | 31.27%-7.9pp |
| Employer contribution / active EE | $3,198 | $4,074-21.5% | $4,932-35.2% | $2,728+17.2% |
| Participant deferral / active EE | $6,371 | $8,003-20.4% | $8,065-21.0% | $4,651+37.0% |
| Admin fee / account holder | $137 | $334-59.1% | $12,993-98.9% | $433-68.4% |