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| Provider | Service type | Compensation |
|---|---|---|
SAXTON & STUMP LLC1 year Service code 29 · EIN 47-3639234 280 GRANITE RUN DR · LANCASTER, PA 17601 | Legal | $13,827 |
Service code 64 · EIN 13-4238973 154 HANSEN RD # 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $9,247 |
Service code 28 · EIN 54-1703011 306 EAST JEFFERSON ST · CHARLOTTESVILLE, VA 22901 | Investment Management | $3,000 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,157 | $77,660-47.0% | $109,143-62.3% | $79,386-48.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 7.16% | 23.44%-16.3pp | 25.75%-18.6pp | 116.85%-109.7pp |
| Employer contribution / active EE | $2,202 | $2,797-21.3% | $3,722-40.8% | $2,427-9.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $180 | $732-75.4% | $6,752-97.3% | $626-71.2% |