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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC2+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $32,692 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,019 |
Filed as: MVP PLAN ADMINISTRATORS Service code 26 · EIN 56-2263714 | Advisory (Participants) | $3,270 |
DMJ & CO., PLLC2+ years Filed as: DMJ WEALTH ADVISPORS, INC Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,695 | $46,732+14.9% | $156,551-65.7% | $55,167-2.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.46% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,619 | $2,105-23.1% | $5,501-70.6% | $1,963-17.5% |
| Participant deferral / active EE | $2,821 | $2,204+28.0% | $4,871-42.1% | $3,054-7.6% |
| Admin fee / account holder | $310 | $418-25.9% | $13,028-97.6% | $504-38.5% |