Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MV CAPITAL MANAGEMENT Service code 27 · EIN 20-3909364 3 BETHESDA METRO CENTER, SUITE 650 · BETHESDA, MD 20814 | Advisory (Plan) | $7,798 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $5,676 |
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 | $31,320 | $66,124-52.6% | $90,404-65.4% | $73,488-57.4% |
| Participation rate | 77.4% | 69.7%+7.7pp | 72.7%+4.7pp | 70.7%+6.7pp |
| Annual return | 16.37% | 17.65%-1.3pp | 1293.02%-1276.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $4,859 | $2,346+107.1% | $3,262+49.0% | $2,270+114.0% |
| Participant deferral / active EE | $4,926 | $3,039+62.1% | $3,963+24.3% | $3,740+31.7% |
| Admin fee / account holder | $32 | $396-92.0% | $5,611-99.4% | $513-93.8% |