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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 81-1479887 66 PRIOR FARM ROAD · DUXBERY, MA 02332 | Consulting | $9,500 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $8,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,881 | $152,619+90.6% | $125,195+132.3% | $152,909+90.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -19.81% | 54.85%-74.7pp | 43.79%-63.6pp | 345.46%-365.3pp |
| Employer contribution / active EE | $14,930 | $4,947+201.8% | $3,866+286.2% | $4,764+213.4% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,418 | $13,437-44.8% | $9,704-23.6% | $11,601-36.1% |