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| Provider | Service type | Compensation |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP5 years Service code 26 · EIN 83-2336062 | Advisory (Participants) | $40,100 |
MVP PLAN ADMINISTRATORS, INC.9+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $27,184 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,493 | $91,424+135.7% | $135,942+58.5% | $71,495+201.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.84% | 29.90%-14.1pp | 68.28%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $4,283 | $3,704+15.6% | $4,858-11.8% | $2,589+65.4% |
| Participant deferral / active EE | $7,609 | $7,092+7.3% | $7,759-1.9% | $4,291+77.3% |
| Admin fee / account holder | $260 | $1,266-79.5% | $10,764-97.6% | $1,588-83.6% |