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| Provider | Service type | Compensation |
|---|---|---|
GORDON ASSET MANAGEMENT2+ years Service code 26 · EIN 42-1582751 | Advisory (Participants) | $11,851 |
MVP PLAN ADMINISTRATORS, INC.2+ years Service code 13 · EIN 56-2263714 | Contract Administrator | $8,458 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,707 | $63,905-70.7% | $74,184-74.8% | $57,658-67.6% |
| Participation rate | 36.7% | 79.8%-43.0pp | 76.6%-39.9pp | 70.2%-33.5pp |
| Annual return | 4.43% | 60.60%-56.2pp | 17.74%-13.3pp | 5.13%-0.7pp |
| Employer contribution / active EE | $549 | $1,840-70.2% | $2,370-76.8% | $1,974-72.2% |
| Participant deferral / active EE | $242 | $3,448-93.0% | $3,550-93.2% | $3,061-92.1% |
| Admin fee / account holder | $87 | $91-4.2% | $5,586-98.4% | $95-7.7% |