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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $7,793 |
RBT CPAS, LLP3 years Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $5,935 |
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 | $472 | $101,317-99.5% | $146,958-99.7% | $74,495-99.4% |
| Participation rate | 75.7% | 75.5%+0.1pp | 82.2%-6.5pp | 67.2%+8.5pp |
| Annual return | -17.78% | 8730.91%-8748.7pp | 418.34%-436.1pp | 1364.94%-1382.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $103 | $1,739-94.1% | $12,998-99.2% | $1,942-94.7% |