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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 83-2336062 | Advisory (Participants) | $30,075 |
MVP PLAN ADMINISTRATORS, INC.5+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $22,473 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,896 | $89,652+128.5% | $141,162+45.2% | $65,185+214.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 19.08% | 32.79%-13.7pp | 71.39%-52.3pp | 29.38%-10.3pp |
| Employer contribution / active EE | $4,907 | $3,065+60.1% | $4,735+3.6% | $2,177+125.5% |
| Participant deferral / active EE | $8,162 | $5,691+43.4% | $6,709+21.7% | $3,514+132.3% |
| Admin fee / account holder | $239 | $569-58.0% | $10,261-97.7% | $847-71.8% |