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| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS4 years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 · EIN 34-1823071 26 EAST 7TH STREET · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $18,986 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $17,808 |
SOMERSET CPAS2 years Filed as: SOMERSET CPAS AND ADVISORS Service code 10 · EIN 20-1717681 3925 RIVER CROSSING PARKWAY · INDIANAPOLIS, IN 46240 | Accounting | $14,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,251 | $95,438-90.3% | $135,982-93.2% | $74,473-87.6% |
| Participation rate | 98.6% | 78.2%+20.4pp | 81.9%+16.7pp | 70.7%+27.9pp |
| Annual return | 15.25% | 32.61%-17.4pp | 68.32%-53.1pp | 34.36%-19.1pp |
| Employer contribution / active EE | $2,534 | $3,878-34.6% | $4,859-47.8% | $2,638-3.9% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $149 | $259-42.5% | $10,767-98.6% | $347-57.1% |