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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $8,345 |
BCC ADVISORS2 years Service code 34 1707 HIGH STREET · DES MOINES, IA 50309 | Valuation (appraisals, etc.) | $4,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,625 | $145,431+78.5% | $211,142+23.0% | $87,485+196.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 9.39% | 27.21%-17.8pp | 46.84%-37.4pp | 26.06%-16.7pp |
| Employer contribution / active EE | $5,128 | $4,662+10.0% | $6,442-20.4% | $2,596+97.5% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,678 | $17,052-60.8% | $19,076-65.0% | $7,775-14.1% |