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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD., STE. 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $13,982 |
MORRISON COHEN LLP2 years Filed as: MORRISON COHEN Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $12,324 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 950 N GLEBE ROAD · ARLINGTON, VA 22203 | Accounting | $8,725 |
AEGIS FIDUCIARY SERVICES3 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 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 10 · EIN 22-1146430 PNC PLAZA, 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Accounting | $5,880 |
Filed as: HIRSCHLER FLEISCHER Service code 29 · EIN 54-1438598 1676 INTERNATIONAL DRIVE · TYSONS, VA 22102 | Legal | $2,245 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $213,785-100.0% | $185,441-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 80.3%-80.3pp | 80.8%-80.8pp |
| Annual return | 0.47% | 19.97%-19.5pp | 20.16%-19.7pp | 148.84%-148.4pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |