Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.4 years Filed as: MV CAPITAL MANAGEMENT Service code 27 · EIN 20-3909364 3 BETHESDA METRO CENTER, SUITE 650 · BETHESDA, MD 20814 | Advisory (Plan) | $45,391 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $32,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,933 | $52,208-31.2% | $86,612-58.5% | $74,419-51.7% |
| Participation rate | 97.7% | 66.3%+31.3pp | 71.7%+26.0pp | 70.7%+26.9pp |
| Annual return | 17.93% | 44.46%-26.5pp | 591.07%-573.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $4,021 | $2,282+76.2% | $3,022+33.1% | $2,637+52.5% |
| Participant deferral / active EE | $3,973 | $3,383+17.4% | $4,438-10.5% | $4,528-12.3% |
| Admin fee / account holder | $129 | $319-59.7% | $5,614-97.7% | $348-63.0% |