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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $8,140 |
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.
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 | $16,248 | $104,482-84.4% | $159,455-89.8% | $79,393-79.5% |
| Participation rate | 74.3% | 76.6%-2.3pp | 82.8%-8.5pp | 70.7%+3.6pp |
| Annual return | 4.37% | 67.96%-63.6pp | 263.63%-259.3pp | 116.87%-112.5pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $62 | $711-91.3% | $10,800-99.4% | $627-90.1% |