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| Provider | Service type | Compensation |
|---|---|---|
GORDON ASSET MANAGEMENT1 year Filed as: GORDAN ASSET MANAGEMENT LLC Service code 27 1007 SLATER ROAD SUITE 200 · DURHAM, NC 27703 | Advisory (Plan) | $32,162 |
MVP PLAN ADMINISTRATORS, INC.2+ years Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 15300 WESTON PKWY STE 106 · CARY, NC 27513 | Contract Administrator | $8,636 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,509 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $944 |
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 | $75,862 | $56,640+33.9% | $80,977-6.3% | $57,658+31.6% |
| Participation rate | 84.0% | 75.9%+8.1pp | 75.8%+8.2pp | 70.2%+13.8pp |
| Annual return | 11.46% | 19.97%-8.5pp | 17.11%-5.6pp | 5.13%+6.3pp |
| Employer contribution / active EE | $3,958 | $2,085+89.9% | $3,715+6.6% | $1,974+100.6% |
| Participant deferral / active EE | $8,271 | $4,944+67.3% | $5,696+45.2% | $3,061+170.2% |
| Admin fee / account holder | $113 | $87+29.8% | $5,517-97.9% | $95+19.6% |