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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $16,831 |
RBT CPAS, LLP2 years Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $8,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $574 | $91,407-99.4% | $135,903-99.6% | $71,457-99.2% |
| Participation rate | 75.7% | 75.7%0pp | 81.9%-6.3pp | 67.9%+7.7pp |
| Annual return | -24.78% | 29.90%-54.7pp | 68.23%-93.0pp | 28.85%-53.6pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $190 | $1,266-85.0% | $10,762-98.2% | $1,587-88.0% |