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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC5+ years Filed as: PROEQUITIES, INC Service code 26 · EIN 63-0879387 | Advisory (Participants) | $37,883 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $3,030 |
DMJ & CO., PLLC5+ 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 | $74,374 | $52,967+40.4% | $172,753-56.9% | $65,186+14.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.40% | 30.12%-10.7pp | 803.00%-783.6pp | 29.39%-10.0pp |
| Employer contribution / active EE | $2,329 | $2,190+6.3% | $5,144-54.7% | $2,177+7.0% |
| Participant deferral / active EE | $3,545 | $2,471+43.5% | $5,198-31.8% | $3,514+0.9% |
| Admin fee / account holder | $350 | $472-25.9% | $13,956-97.5% | $847-58.7% |