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| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP2 years Service code 26 · EIN 83-2336062 | Advisory (Participants) | $40,100 |
MVP PLAN ADMINISTRATORS, INC.6+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $25,062 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $236,743 | $99,957+136.8% | $149,696+58.1% | $73,488+222.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 11.70% | 53.87%-42.2pp | 276.60%-264.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $4,601 | $3,191+44.2% | $4,644-0.9% | $2,270+102.7% |
| Participant deferral / active EE | $6,781 | $6,073+11.7% | $6,842-0.9% | $3,740+81.3% |
| Admin fee / account holder | $310 | $551-43.7% | $9,309-96.7% | $513-39.5% |