Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.5 years Filed as: MV CAPITAL MANAGEMENT Service code 27 · EIN 20-3909364 | Advisory (Plan) | $67,308 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $48,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,938 | $65,908-36.4% | $81,812-48.7% | $77,643-46.0% |
| Participation rate | 98.5% | 65.8%+32.7pp | 72.3%+26.2pp | 70.6%+28.0pp |
| Annual return | 16.14% | 26.64%-10.5pp | 773.79%-757.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $4,143 | $2,370+74.8% | $2,912+42.3% | $2,726+52.0% |
| Participant deferral / active EE | $3,750 | $3,505+7.0% | $4,319-13.2% | $4,647-19.3% |
| Admin fee / account holder | $182 | $526-65.4% | $7,386-97.5% | $430-57.6% |