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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 | $57,073+187.5% | $85,126+92.7% | $80,925+102.8% |
| Participation rate | 97.4% | 56.4%+41.0pp | 67.5%+29.8pp | 67.7%+29.7pp |
| Annual return | 13.82% | 21.69%-7.9pp | 66.63%-52.8pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,231 | $1,801+23.9% | $2,731-18.3% | $2,756-19.0% |
| Participant deferral / active EE | $5,804 | $3,113+86.4% | $4,523+28.3% | $4,299+35.0% |
| Admin fee / account holder | $3,717 | $4,988-25.5% | $6,160-39.7% | $6,940-46.4% |