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| Provider | Service type | Compensation |
|---|---|---|
OAK HARBOR WEALTH PARTNERS3 years Service code 26 · EIN 85-3479009 | Advisory (Participants) | $35,262 |
MVP PLAN ADMINISTRATORS, INC.10+ years Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $15,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,121 | $80,781+72.2% | $102,437+35.8% | $74,478+86.8% |
| Participation rate | 58.1% | 65.7%-7.5pp | 74.5%-16.4pp | 67.2%-9.1pp |
| Annual return | 17.96% | 27.58%-9.6pp | 24.95%-7.0pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $608 | $3,160-80.8% | $3,871-84.3% | $2,626-76.9% |
| Participant deferral / active EE | $2,251 | $3,862-41.7% | $5,060-55.5% | $4,350-48.3% |
| Admin fee / account holder | $489 | $2,372-79.4% | $8,388-94.2% | $1,946-74.9% |