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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,933 | $52,188-31.1% | $86,640-58.5% | $74,460-51.7% |
| Participation rate | 97.7% | 66.3%+31.3pp | 71.7%+26.0pp | 70.7%+26.9pp |
| Annual return | 17.93% | 44.46%-26.5pp | 592.52%-574.6pp | 34.38%-16.4pp |
| Employer contribution / active EE | $4,021 | $2,282+76.2% | $3,024+33.0% | $2,638+52.4% |
| Participant deferral / active EE | $3,973 | $3,383+17.5% | $4,438-10.5% | $4,530-12.3% |
| Admin fee / account holder | $129 | $319-59.6% | $5,616-97.7% | $348-63.0% |