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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HALL, ALBRIGHT, GARRISON & BARNES Service code 10 · EIN 26-3659843 400 MERIDIAN ST N · HUNTSVILLE, AL 35801 | Accounting | $22,510 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $5,217 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $614 | $77,817-99.2% | $123,553-99.5% | $64,173-99.0% |
| Participation rate | 90.4% | 74.7%+15.7pp | 82.3%+8.1pp | 69.6%+20.8pp |
| Annual return | 33.70% | 12.49%+21.2pp | 119.21%-85.5pp | 7.63%+26.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $229 | $5,519-95.8% | $9,284-97.5% | $4,887-95.3% |