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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE ASSOCIATES Service code 14 154 HANSEN ROAD STE 102 · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $41,464 |
SUMMIT FIDUCIARY GROUP1 year Filed as: SUMMIT FIDUCIARY GROUP, LLC Service code 21 601 CARLSON PARKWAY SUITE 1050 · MINNETONKA, MN 55305 | Bank Trustee | $22,000 |
ACUITY1 year Filed as: ACUITY ADVISORS Service code 16 6 HUTTON CENTER DR, SUITE 860 · SANTA ANA, CA 92707 | Consulting | $18,375 |
Filed as: AMBROSE ESOP ADVISORS Service code 16 200 SPECTRUM CENTER DR, STE 300 · IRVINE, CA 92615 | Consulting | $13,851 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $13,500 |
GILLIGAN BENEFITS LAW1 year Service code 29 412 EAST MAIN STREET #449 · GRASS VALLEY, CA 95945 | Legal | $1,482 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,114 | $78,607+18.5% | $105,624-11.8% | $74,478+25.0% |
| Participation rate | 92.1% | 72.8%+19.3pp | 75.3%+16.8pp | 67.2%+24.8pp |
| Annual return | -2.27% | 15.96%-18.2pp | 116.20%-118.5pp | 1370.56%-1372.8pp |
| Employer contribution / active EE | $18,069 | $2,523+616.2% | $3,168+470.4% | $2,626+588.0% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $471 | $2,220-78.8% | $10,961-95.7% | $1,946-75.8% |