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| Provider | Service type | Compensation |
|---|---|---|
PROEQUITIES INC6+ years Filed as: PROEQUITIES, INC Service code 26 · EIN 63-0879387 | Advisory (Participants) | $39,536 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967289 | Securities Custodian | $5,467 |
Filed as: MVP PLAN ADMINISTRATORS Service code 13 · EIN 56-2263714 | Contract Administrator | $4,232 |
DMJ & CO., PLLC6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,038 | $58,895+34.2% | $178,503-55.7% | $73,497+7.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.76% | 24.86%-14.1pp | 151.12%-140.4pp | 28.51%-17.8pp |
| Employer contribution / active EE | $2,295 | $2,236+2.6% | $5,011-54.2% | $2,270+1.1% |
| Participant deferral / active EE | $3,566 | $2,567+38.9% | $5,202-31.5% | $3,740-4.7% |
| Admin fee / account holder | $367 | $400-8.2% | $13,987-97.4% | $513-28.4% |