Filed September 9, 2021
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 |
|---|---|---|
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,938 | $65,960-36.4% | $81,882-48.8% | $77,762-46.1% |
| Participation rate | 98.5% | 65.8%+32.8pp | 72.4%+26.1pp | 70.6%+27.9pp |
| Annual return | 16.14% | 26.64%-10.5pp | 779.47%-763.3pp | 31.27%-15.1pp |
| Employer contribution / active EE | $4,143 | $2,375+74.4% | $2,916+42.1% | $2,728+51.9% |
| Participant deferral / active EE | $3,750 | $3,505+7.0% | $4,323-13.3% | $4,651-19.4% |
| Admin fee / account holder | $182 | $526-65.4% | $7,360-97.5% | $433-57.9% |