Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.2 years Filed as: MV CAPITAL MANAGEMENT Service code 27 · EIN 20-3909364 3 BETHESDA METRO CENTER, SUITE 650 · BETHESDA, MD 20814 | Advisory (Plan) | $22,153 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $16,055 |
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 | $35,789 | $58,344-38.7% | $98,477-63.7% | $86,813-58.8% |
| Participation rate | 98.7% | 68.4%+30.3pp | 73.3%+25.4pp | 72.3%+26.4pp |
| Annual return | 14.80% | 43.47%-28.7pp | 1493.59%-1478.8pp | 97.93%-83.1pp |
| Employer contribution / active EE | $2,675 | $2,008+33.2% | $2,961-9.7% | $2,406+11.2% |
| Participant deferral / active EE | $2,670 | $3,156-15.4% | $4,276-37.6% | $4,131-35.4% |
| Admin fee / account holder | $111 | $138-19.7% | $5,951-98.1% | $170-34.7% |