Filed January 9, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.2+ years Service code 28 4520 EAST WEST HIGHWAY · BETHESDA, MD 20814 | Investment Management | $40,934 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $27,012 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,537 | $155,795-57.9% | $136,298-51.9% | $69,631-5.9% |
| Participation rate | 98.6% | 75.2%+23.3pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 9.50% | 232464.33%-232454.8pp | 5156.27%-5146.8pp | 27571.02%-27561.5pp |
| Employer contribution / active EE | $1,181 | $2,991-60.5% | $4,696-74.8% | $2,032-41.9% |
| Participant deferral / active EE | $3,174 | $5,394-41.1% | $6,247-49.2% | $3,224-1.5% |
| Admin fee / account holder | $247 | $128+92.6% | $9,244-97.3% | $110+123.7% |