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| Provider | Service type | Compensation |
|---|---|---|
IRONGATE PARTNERS, INC.6 years Service code 26 · EIN 56-2145194 | Advisory (Participants) | $40,687 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $18,806 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,661 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,925 | $77,920+98.8% | $149,723+3.5% | $75,177+106.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.39% | 31.72%-16.3pp | 134.50%-119.1pp | 160.75%-145.4pp |
| Employer contribution / active EE | $7,595 | $3,138+142.0% | $4,821+57.5% | $2,671+184.3% |
| Participant deferral / active EE | $6,088 | $3,411+78.5% | $5,682+7.1% | $4,126+47.5% |
| Admin fee / account holder | $486 | $5,951-91.8% | $13,215-96.3% | $5,651-91.4% |