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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $54,701 |
PRAIRIE CAPITAL ADVISORS8+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Direct ... | $44,250 |
JOANN MARINO6 years Service code 25 1706 LYNBROOKE DRIVE · YARDLEY, PA 19067 | Directed Trustee | $40,000 |
KATZ, SAPPER & MILLER8+ years Service code 10 · EIN 35-1090346 | Accounting | $13,903 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,970 | $65,437-68.0% | $86,698-75.8% | $66,949-68.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -1.03% | -10.91%+9.9pp | 35.96%-37.0pp | 1.57%-2.6pp |
| Employer contribution / active EE | $1,988 | $2,154-7.7% | $2,837-29.9% | $2,545-21.9% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $664 | $642+3.5% | $7,492-91.1% | $594+11.9% |