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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD., STE. 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $11,610 |
DANZIGER & MARKHOFF LLP2 years Filed as: DANZINGER & MARKOFF Service code 15 · EIN 13-3010201 1133 WESTCHESTER AVE., SUITE N208 · WHITE PLAINS, NY 10604 | Recordkeeping | $6,605 |
AEGIS FIDUCIARY SERVICES2 years Filed as: AEGIS FIDUCIARY SERVICES LLC Service code 24 · EIN 82-1593389 7200 HIGHWAY 278, NE SUIRE 205 · COVINGTON, GA 30014 | Discretionary Trustee | $5,940 |
MORRISON COHEN LLP1 year Filed as: MORRISON COHEN Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $3,802 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,003 | $101,798-72.5% | $165,071-83.0% | $80,935-65.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.96% | 16.73%-8.8pp | 70.17%-62.2pp | 35.66%-27.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $297 | $8,221-96.4% | $12,695-97.7% | $6,924-95.7% |