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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE TOPCO, LLC Service code 15 · EIN 84-5145051 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $5,355 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,762-100.0% | $106,545-100.0% | $167,497-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | -0.16% | 33.87%-34.0pp | 26.80%-27.0pp | 478.62%-478.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $11,226-100.0% | $7,407-100.0% | $12,310-100.0% |