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| Provider | Service type | Compensation |
|---|---|---|
SHAREHOLDER STRATEGIES, INC.3+ years Service code 34 306 EAST JEFFERSON STREET · CHARLOTTESVILLE, VA 22902 | Valuation (appraisals, etc.) | $9,789 |
NYHART3+ years Service code 14 8415 ALLISON POINTE BOULEVARD · INDIANAPOLIS, IN 46250 | Plan Administrator | $7,953 |
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 | $115,230 | $171,867-33.0% | $149,721-23.0% | $147,586-21.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.83% | 2113.36%-2098.5pp | 1501.67%-1486.8pp | 578.59%-563.8pp |
| Employer contribution / active EE | $6,180 | $6,275-1.5% | $5,444+13.5% | $4,876+26.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $854 | $13,799-93.8% | $11,282-92.4% | $10,886-92.2% |