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| Provider | Service type | Compensation |
|---|---|---|
GORDON ASSET MANAGEMENT1 year Service code 26 · EIN 42-1582751 | Advisory (Participants) | $67,558 |
MVP PLAN ADMINISTRATORS, INC.2+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $13,405 |
WILLIAMS OVERMAN PIERCE, LLP2+ years Filed as: WILLIAMS OVERMAN PIERCE Service code 10 · EIN 56-1031342 | Accounting | $9,000 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGAURD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
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 | $114,638 | $36,916+210.5% | $156,551-26.8% | $57,658+98.8% |
| Participation rate | 96.2% | 63.4%+32.8pp | 84.0%+12.2pp | 70.2%+26.0pp |
| Annual return | 6.26% | 12.38%-6.1pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $3,199 | $1,571+103.7% | $5,501-41.9% | $1,974+62.1% |
| Participant deferral / active EE | $4,684 | $1,926+143.2% | $4,871-3.8% | $3,061+53.0% |
| Admin fee / account holder | $286 | $82+246.3% | $13,028-97.8% | $95+202.2% |