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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC3+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $34,946 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,404 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $2,680 |
DMJ & CO., PLLC3+ 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 | $67,466 | $84,236-19.9% | $170,435-60.4% | $70,126-3.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.62% | 23.06%-8.4pp | 205.94%-191.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,815 | $3,387-46.4% | $5,432-66.6% | $2,343-22.5% |
| Participant deferral / active EE | $3,319 | $3,086+7.6% | $4,939-32.8% | $3,332-0.4% |
| Admin fee / account holder | $347 | $5,698-93.9% | $13,881-97.5% | $4,645-92.5% |