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| Provider | Service type | Compensation |
|---|---|---|
GORDON ASSET MANAGEMENT10+ years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $18,414 |
MVP PLAN ADMINISTRATORS, INC.10+ years Service code 13 · EIN 56-2270237 | Contract Administrator | $9,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,200 | $89,123-69.5% | $102,460-73.5% | $77,762-65.0% |
| Participation rate | 62.0% | 80.9%-18.9pp | 76.5%-14.5pp | 70.6%-8.6pp |
| Annual return | 10.53% | 25.05%-14.5pp | 29.47%-18.9pp | 31.27%-20.7pp |
| Employer contribution / active EE | $607 | $2,700-77.5% | $3,025-80.0% | $2,728-77.8% |
| Participant deferral / active EE | $1,336 | $5,148-74.0% | $5,056-73.6% | $4,651-71.3% |
| Admin fee / account holder | $123 | $236-47.8% | $9,460-98.7% | $433-71.5% |