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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $19,042 |
SOMERSET CPAS1 year Filed as: SOMERSET CPA Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PKWY · INDIANAPOLIS, IN 46240 | Accounting | $19,000 |
COMSTOCK ADVISORS1 year Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 26 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $15,403 |
Filed as: HORIZON TRUST Service code 21 · EIN 35-1076581 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Bank Trustee | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,207 | $99,957-95.8% | $149,745-97.2% | $73,497-94.3% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 25.54% | 53.87%-28.3pp | 276.72%-251.2pp | 28.51%-3.0pp |
| Employer contribution / active EE | $2,343 | $3,191-26.6% | $4,646-49.6% | $2,270+3.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $331 | $551-40.0% | $9,312-96.5% | $513-35.6% |