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| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP4 years Service code 26 · EIN 83-2336062 | Advisory (Participants) | $40,100 |
MVP PLAN ADMINISTRATORS, INC.8+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $24,421 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $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 | $225,376 | $84,482+166.8% | $125,363+79.8% | $66,930+236.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.02% | -8.49%-7.5pp | 572.15%-588.2pp | 1.57%-17.6pp |
| Employer contribution / active EE | $3,763 | $3,553+5.9% | $4,815-21.8% | $2,545+47.9% |
| Participant deferral / active EE | $7,422 | $6,782+9.4% | $7,447-0.3% | $4,238+75.1% |
| Admin fee / account holder | $303 | $685-55.8% | $10,005-97.0% | $593-49.0% |