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| Provider | Service type | Compensation |
|---|---|---|
KATZ, SAPPER & MILLER6+ years Filed as: KATZ, SAPPER & MILLER LLP Service code 10 · EIN 35-2123203 800 E 96TH STREET · INDIANAPOLIS, IN 46240 | Accounting | $17,000 |
BOSE MCKINNEY & EVANS, LLP6+ years Service code 29 · EIN 35-0957980 111 MONUMENT CIRCLE SUITE 2700 · INDIANAPOLIS, IN 46240 | Legal | $12,909 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $10,547 |
FIDUCIARY TRUSTEE SERVICES3 years Service code 21 · EIN 83-1673534 324 N BROADWAY · GREENSBURG, IN 47240 | Bank Trustee | $10,500 |
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 | $289,390 | $66,431+335.6% | $109,916+163.3% | $85,851+237.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 7.52% | 19.59%-12.1pp | 29.46%-21.9pp | 318.63%-311.1pp |
| Employer contribution / active EE | $4,539 | $1,688+168.9% | $2,844+59.6% | $2,565+76.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,446 | $4,559+238.8% | $6,069+154.5% | $6,261+146.7% |