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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,531 |
KASPERSKI, OWEN & DINAN2+ 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 | $8,351 | $56,640-85.3% | $78,002-89.3% | $55,167-84.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | -9.36% | 2868.48%-2877.8pp | 425.99%-435.3pp | 169.23%-178.6pp |
| Employer contribution / active EE | $1,844 | $1,724+7.0% | $2,470-25.4% | $1,963-6.1% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $107 | $467-77.1% | $5,481-98.1% | $504-78.8% |