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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $39,028 |
MV CAPITAL MANAGEMENT, INC.6+ years Filed as: MV CAPITAL MANAGEMENT INC. Service code 26 · EIN 52-1480475 | Advisory (Participants) | $15,837 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,900 | $66,124-26.0% | $90,404-45.9% | $73,488-33.5% |
| Participation rate | 93.6% | 69.7%+23.9pp | 72.7%+20.9pp | 70.7%+22.9pp |
| Annual return | 7.56% | 17.65%-10.1pp | 1293.02%-1285.5pp | 28.51%-21.0pp |
| Employer contribution / active EE | $2,635 | $2,346+12.3% | $3,262-19.2% | $2,270+16.1% |
| Participant deferral / active EE | $4,954 | $3,039+63.0% | $3,963+25.0% | $3,740+32.5% |
| Admin fee / account holder | $265 | $396-33.1% | $5,611-95.3% | $513-48.3% |