See peer percentile detail. $4.99 for your first month.
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See the 10-year trajectory. $4.99 for your first month.
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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 |
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 | $179,726-100.0% | $156,263-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 0.47% | 77.86%-77.4pp | 59.47%-59.0pp | 217.08%-216.6pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |