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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $22,179 |
KASPERSKI, OWEN & DINAN3+ 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 | $7,797 | $63,314-87.7% | $91,004-91.4% | $62,293-87.5% |
| Participation rate | 98.4% | 73.3%+25.1pp | 75.6%+22.8pp | 69.5%+28.9pp |
| Annual return | -4.85% | 21.00%-25.8pp | 4.60%-9.5pp | 28.90%-33.7pp |
| Employer contribution / active EE | $680 | $1,807-62.4% | $2,456-72.3% | $2,042-66.7% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $160 | $468-65.7% | $5,417-97.0% | $479-66.5% |