Filed May 28, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MV CAPITAL MANAGEMENT, INC.5 years Filed as: MV CAPITAL MANAGEMENT Service code 27 · EIN 20-3909364 | Advisory (Plan) | $54,275 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $26,930 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $11,667 |
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 | $173,429 | $48,337+258.8% | $67,560+156.7% | $80,959+114.2% |
| Participation rate | 97.5% | 66.4%+31.1pp | 72.9%+24.6pp | 67.7%+29.9pp |
| Annual return | 15.01% | 18.26%-3.2pp | 3533.50%-3518.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $12,268 | $2,023+506.5% | $2,737+348.3% | $2,757+344.9% |
| Participant deferral / active EE | $11,509 | $2,928+293.0% | $4,004+187.4% | $4,300+167.6% |
| Admin fee / account holder | $508 | $3,695-86.3% | $3,994-87.3% | $6,925-92.7% |