Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $12,266 |
KATZ, SAPPER & MILLER2+ years Filed as: KATZ, SAPPER & MILLER LLP Service code 10 · EIN 35-2123203 DEPARTMENT 235 · INDIANAPOLIS, IN 46206 | Accounting | $12,116 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE & COMPANY Service code 10 · EIN 35-1178661 2712 SOLUTION CENTER · CHICAGO, IL 606772007 | Accounting | $8,250 |
TRUSTED ADVISOR SERVICES, LLC2+ years Service code 24 · EIN 30-4447051 204 ROSEBANK LANE · WEST LAFAYETTE, IN 47901 | Discretionary Trustee | $6,000 |
BOSE MCKINNEY & EVANS, LLP2+ years Service code 29 · EIN 35-0957980 111 MONUMENT CIRCLE SUITE 2700 · INDIANAPOLIS, IN 46240 | Legal | $3,478 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,475 | $54,541+612.3% | $78,778+393.1% | $70,126+454.0% |
| Participation rate | 89.5% | 60.8%+28.7pp | 69.2%+20.3pp | 69.5%+19.9pp |
| Annual return | -0.70% | 21.07%-21.8pp | 35.62%-36.3pp | 73.15%-73.8pp |
| Employer contribution / active EE | $13,213 | $1,089+1113.8% | $1,986+565.4% | $2,343+464.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,596 | $3,709+428.4% | $5,134+281.7% | $4,645+321.8% |