Filed May 28, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MV CAPITAL MANAGEMENT Service code 27 · EIN 20-3909364 3 BETHESDA METRO CTR, SUITE 650 · BETHESDA, MD 208146336 | Advisory (Plan) | $16,370 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $9,239 |
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 | $134,528 | $49,239+173.2% | $70,462+90.9% | $79,858+68.5% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 20.51% | 30.08%-9.6pp | 109.08%-88.6pp | 31.72%-11.2pp |
| Employer contribution / active EE | $9,824 | $2,100+367.8% | $2,737+258.9% | $2,471+297.6% |
| Participant deferral / active EE | $8,974 | $2,769+224.1% | $3,710+141.9% | $3,740+139.9% |
| Admin fee / account holder | $139 | $2,876-95.2% | $3,845-96.4% | $5,306-97.4% |