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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 140 EAST 45TH ST 36TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $6,042 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,076 | $57,140+187.1% | $85,240+92.5% | $80,959+102.7% |
| Participation rate | 97.4% | 56.4%+41.0pp | 67.5%+29.8pp | 67.7%+29.7pp |
| Annual return | 13.82% | 21.71%-7.9pp | 66.75%-52.9pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,231 | $1,802+23.8% | $2,735-18.4% | $2,757-19.1% |
| Participant deferral / active EE | $5,804 | $3,115+86.3% | $4,527+28.2% | $4,300+35.0% |
| Admin fee / account holder | $3,717 | $4,992-25.5% | $6,165-39.7% | $6,925-46.3% |