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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 81-1479887 66 PRIOR FARM ROAD · DUXBERY, MA 02332 | Consulting | $9,750 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $7,179 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,786 | $162,821+144.9% | $133,978+197.7% | $158,982+150.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 42.53% | 41.95%+0.6pp | 45.10%-2.6pp | 302.99%-260.5pp |
| Employer contribution / active EE | $16,231 | $4,976+226.2% | $3,919+314.2% | $4,763+240.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,605 | $11,742-52.3% | $8,930-37.2% | $11,252-50.2% |