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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $15,830 |
CAPITAL TRUSTEES2+ years Filed as: CAPITAL TRUSTEES, LLC Service code 25 · EIN 46-0766274 1013 MUMMA ROAD · LEMOYNE, PA 17043 | Directed Trustee | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,212 | $76,112-80.0% | $96,534-84.2% | $71,511-78.7% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.6pp | 67.9%+29.7pp |
| Annual return | 67.92% | 22.81%+45.1pp | 25.88%+42.0pp | 28.86%+39.1pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $137 | $2,708-94.9% | $8,253-98.3% | $1,588-91.4% |