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| Provider | Service type | Compensation |
|---|---|---|
MVP PLAN ADMINISTRATORS, INC.6+ years Service code 13 · EIN 56-2263714 15300 WESTON PKWY STE 107 · CARY, NC 27513 | Contract Administrator | $19,132 |
GORDON ASSET MANAGEMENT6+ years Service code 26 · EIN 42-1582751 1007 SLATER ROAD STE 200 · DURHAM, NC 27703 | Advisory (Participants) | $11,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,344 | $54,590-13.3% | $81,930-42.2% | $73,488-35.6% |
| Participation rate | 52.3% | 68.3%-16.1pp | 72.0%-19.7pp | 70.7%-18.4pp |
| Annual return | 11.38% | 17.74%-6.4pp | 29.49%-18.1pp | 28.51%-17.1pp |
| Employer contribution / active EE | $238 | $1,636-85.4% | $4,310-94.5% | $2,270-89.5% |
| Participant deferral / active EE | $1,481 | $2,759-46.3% | $7,107-79.2% | $3,740-60.4% |
| Admin fee / account holder | $438 | $592-26.0% | $5,158-91.5% | $513-14.6% |