Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $10,416 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 03848 | Accounting | $7,700 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,529 | $104,497-89.9% | $159,487-93.4% | $79,389-86.7% |
| Participation rate | 88.1% | 76.6%+11.5pp | 82.8%+5.3pp | 70.7%+17.4pp |
| Annual return | 39.59% | 67.98%-28.4pp | 263.71%-224.1pp | 116.89%-77.3pp |
| Employer contribution / active EE | $1,615 | $3,418-52.8% | $4,831-66.6% | $2,428-33.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $124 | $711-82.5% | $10,804-98.9% | $626-80.2% |