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| Provider | Service type | Compensation |
|---|---|---|
SHAREHOLDER STRATEGIES, INC.1+ years Service code 34 306 EAST JEFFERSON STREET · CHARLOTTESVILLE, VA 22902 | Valuation (appraisals, etc.) | $8,753 |
NYHART1+ years Service code 14 8415 ALLISON POINTE BOULEVARD · INDIANAPOLIS, IN 46250 | Plan Administrator | $7,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,361 | $140,592-33.6% | $123,105-24.2% | $125,389-25.5% |
| Participation rate | 95.0% | 88.2%+6.8pp | 86.8%+8.2pp | 83.2%+11.8pp |
| Annual return | 8.28% | 16.80%-8.5pp | 13.22%-4.9pp | 282.24%-274.0pp |
| Employer contribution / active EE | $5,082 | $6,041-15.9% | $5,151-1.3% | $4,866+4.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,707 | $11,198+4.5% | $9,014+29.9% | $9,541+22.7% |