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| Provider | Service type | Compensation |
|---|---|---|
WINDHAM BRANNON3 years Service code 10 · EIN 58-1763439 | Accounting | $30,500 |
Service code 64 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $21,316 |
GREATBANC TRUST COMPANY3 years Filed as: GREATBANC Service code 27 · EIN 36-3681493 | Advisory (Plan) | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $156,616-100.0% | $133,346-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 72.8%-72.8pp | 82.4%-82.4pp |
| Annual return | -1.76% | 44.25%-46.0pp | 36.85%-38.6pp | 202.70%-204.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |