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 |
|---|---|---|
IRONGATE PARTNERS, INC.2 years Service code 26 · EIN 56-2145194 | Advisory (Participants) | $41,492 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $13,628 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,011 | $85,171+33.9% | $172,753-34.0% | $72,976+56.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.00% | 27.32%-7.3pp | 803.00%-783.0pp | 81.02%-61.0pp |
| Employer contribution / active EE | $6,278 | $3,324+88.9% | $5,144+22.1% | $2,440+157.3% |
| Participant deferral / active EE | $5,001 | $3,260+53.4% | $5,198-3.8% | $3,608+38.6% |
| Admin fee / account holder | $427 | $5,880-92.7% | $13,956-96.9% | $5,124-91.7% |