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| Provider | Service type | Compensation |
|---|---|---|
SHAREHOLDER STRATEGIES, INC.5+ years Service code 34 306 EAST JEFFERSON STREET · CHARLOTTESVILLE, VA 22902 | Valuation (appraisals, etc.) | $9,848 |
NYHART5+ years Service code 14 8415 ALLISON POINTE BOULEVARD · INDIANAPOLIS, IN 46250 | Plan Administrator | $8,768 |
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 | $137,063 | $183,988-25.5% | $162,177-15.5% | $152,897-10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.25% | 150.79%-137.5pp | 115.60%-102.4pp | 345.43%-332.2pp |
| Employer contribution / active EE | $6,643 | $6,370+4.3% | $5,613+18.3% | $4,764+39.4% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,875 | $13,123-47.6% | $10,843-36.6% | $11,599-40.7% |