Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.3 years Filed as: MV CAPITAL MANAGEMENT Service code 27 · EIN 20-3909364 3 BETHESDA METRO CENTER, SUITE 650 · BETHESDA, MD 20814 | Advisory (Plan) | $31,142 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $22,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,320 | $47,722-36.5% | $82,719-63.3% | $64,808-53.2% |
| Participation rate | 98.4% | 67.6%+30.7pp | 72.6%+25.8pp | 71.5%+26.9pp |
| Annual return | -12.57% | -13.05%+0.5pp | 701.18%-713.7pp | 32.82%-45.4pp |
| Employer contribution / active EE | $3,283 | $2,179+50.6% | $3,009+9.1% | $2,506+31.0% |
| Participant deferral / active EE | $3,251 | $3,329-2.3% | $4,395-26.0% | $4,310-24.6% |
| Admin fee / account holder | $99 | $143-31.0% | $5,329-98.2% | $188-47.5% |