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| Provider | Service type | Compensation |
|---|---|---|
KATZ, SAPPER & MILLER4+ years Filed as: KATZ, SAPPER & MILLER LLP Service code 10 · EIN 35-2123203 800 E 96TH STREET · INDIANAPOLIS, IN 46240 | Accounting | $16,214 |
BOSE MCKINNEY & EVANS, LLP4+ years Service code 29 · EIN 35-0957980 111 MONUMENT CIRCLE SUITE 2700 · INDIANAPOLIS, IN 46240 | Legal | $14,893 |
Service code 21 · EIN 83-1673534 324 N BROADWAY · GREENSBURG, IN 47240 | Bank Trustee | $14,000 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $11,564 |
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 | $394,587 | $58,523+574.2% | $99,479+296.7% | $72,976+440.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 2.42% | 28.51%-26.1pp | 30.72%-28.3pp | 81.02%-78.6pp |
| Employer contribution / active EE | $10,506 | $1,512+594.9% | $2,540+313.6% | $2,440+330.6% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,462 | $4,102-15.6% | $6,253-44.6% | $5,124-32.4% |