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.5+ years Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $31,591 |
GORDON ASSET MANAGEMENT4 years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $18,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,950 | $88,122-72.8% | $141,177-83.0% | $67,579-64.6% |
| Participation rate | 95.4% | 76.5%+18.9pp | 82.5%+12.9pp | 71.3%+24.1pp |
| Annual return | 20.97% | 75.40%-54.4pp | 71.40%-50.4pp | 378.56%-357.6pp |
| Employer contribution / active EE | $2,295 | $3,224-28.8% | $4,736-51.5% | $2,148+6.8% |
| Participant deferral / active EE | $4,870 | $5,958-18.3% | $6,710-27.4% | $3,539+37.6% |
| Admin fee / account holder | $167 | $131+27.2% | $10,263-98.4% | $142+17.0% |