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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $11,893 |
RBT CPAS, LLP1 year Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $8,936 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $764 | $84,487-99.1% | $125,339-99.4% | $66,914-98.9% |
| Participation rate | 75.7% | 76.4%-0.8pp | 82.4%-6.7pp | 69.8%+5.8pp |
| Annual return | -0.93% | -8.39%+7.5pp | 572.05%-573.0pp | 1.58%-2.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $157 | $685-77.1% | $10,010-98.4% | $593-73.5% |