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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC4+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $36,736 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $2,220 |
DMJ & CO., PLLC4+ 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 | $66,580 | $47,977+38.8% | $154,108-56.8% | $56,289+18.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.09% | 3.54%-9.6pp | 735.21%-741.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,735 | $2,169-20.0% | $5,298-67.2% | $2,111-17.8% |
| Participant deferral / active EE | $3,215 | $2,392+34.4% | $5,081-36.7% | $3,350-4.0% |
| Admin fee / account holder | $380 | $438-13.2% | $13,411-97.2% | $521-27.0% |