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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL TRUSTEES1+ years Filed as: CAPITAL TRUSTEES, LLC Service code 25 · EIN 46-0766274 1013 MUMMA ROAD · LEMOYNE, PA 17043 | Directed Trustee | $10,000 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $9,392 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,525 | $65,453-82.4% | $86,698-86.7% | $66,938-82.8% |
| Participation rate | 78.7% | 75.5%+3.3pp | 76.6%+2.1pp | 69.8%+8.9pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.95%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $690 | $2,154-68.0% | $2,837-75.7% | $2,545-72.9% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $115 | $642-82.1% | $7,493-98.5% | $594-80.6% |