Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $44,469 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $21,416 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $165,540 | $76,407+116.7% | $150,298+10.1% | $82,448+100.8% |
| Participation rate | 96.9% | 66.4%+30.5pp | 77.8%+19.1pp | 68.1%+28.8pp |
| Annual return | 12.65% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $6,438 | $2,614+146.3% | $4,154+55.0% | $2,551+152.4% |
| Participant deferral / active EE | $5,416 | $3,214+68.5% | $5,453-0.7% | $4,139+30.8% |
| Admin fee / account holder | $592 | $6,352-90.7% | $14,116-95.8% | $7,234-91.8% |