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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $45,397 |
ARGENT TRUST COMPANY2+ years Service code 13 · EIN 62-1437218 3102 WEST END AVENUE · NASHVILLE, TN 37203 | Contract Administrator | $32,883 |
Filed as: STOUT RISIUS ROSS LLC Service code 34 · EIN 87-3592543 288 W. 19TH STREET · UPLAND, CA 91784 | Valuation (appraisals, etc.) | $30,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $108,229 | $82,163+31.7% | $125,381-13.7% | $64,819+67.0% |
| Participation rate | 99.5% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | 30.61% | 3.49%+27.1pp | 572.31%-541.7pp | 32.84%-2.2pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $224 | $163+37.1% | $10,007-97.8% | $188+19.1% |