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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,459 |
KASPERSKI, OWEN & DINAN1+ years Service code 10 · EIN 20-3528180 500 LINDEN OAKS · ROCHESTER, NY 14625 | Accounting | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,011 | $53,412-83.1% | $68,509-86.8% | $52,331-82.8% |
| Participation rate | 99.2% | 71.7%+27.5pp | 74.7%+24.4pp | 68.1%+31.0pp |
| Annual return | -9.89% | 3.42%-13.3pp | 8.27%-18.2pp | 4.54%-14.4pp |
| Employer contribution / active EE | $1,237 | $1,607-23.0% | $2,278-45.7% | $1,882-34.2% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $96 | $461-79.1% | $5,275-98.2% | $592-83.7% |