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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,320 | $47,766-36.5% | $82,744-63.4% | $64,819-53.2% |
| Participation rate | 98.4% | 67.7%+30.7pp | 72.6%+25.8pp | 71.5%+26.9pp |
| Annual return | -12.57% | -13.06%+0.5pp | 702.22%-714.8pp | 32.84%-45.4pp |
| Employer contribution / active EE | $3,283 | $2,182+50.5% | $3,008+9.1% | $2,507+30.9% |
| Participant deferral / active EE | $3,251 | $3,332-2.4% | $4,395-26.0% | $4,311-24.6% |
| Admin fee / account holder | $99 | $143-31.1% | $5,325-98.1% | $188-47.5% |