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| Provider | Service type | Compensation |
|---|---|---|
KATZ, SAPPER & MILLER5+ years Filed as: KATZ, SAPPER & MILLER LLP Service code 10 · EIN 35-2123203 800 E 96TH STREET · INDIANAPOLIS, IN 46240 | Accounting | $16,240 |
BOSE MCKINNEY & EVANS, LLP5+ years Service code 29 · EIN 35-0957980 111 MONUMENT CIRCLE SUITE 2700 · INDIANAPOLIS, IN 46240 | Legal | $15,618 |
FIDUCIARY TRUSTEE SERVICES2 years 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 | $10,562 |
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 | $305,908 | $63,861+379.0% | $104,639+192.3% | $79,856+283.1% |
| Participation rate | 97.4% | 64.9%+32.5pp | 74.1%+23.4pp | 69.6%+27.8pp |
| Annual return | -1.39% | 21.30%-22.7pp | 340.67%-342.1pp | 31.71%-33.1pp |
| Employer contribution / active EE | $9,694 | $1,588+510.4% | $2,682+261.5% | $2,471+292.3% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $26,062 | $4,185+522.8% | $6,465+303.1% | $5,306+391.1% |