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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 | $146,267+77.5% | $197,124+31.7% | $82,448+214.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 9.39% | 29.61%-20.2pp | 44.34%-35.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $5,128 | $4,723+8.6% | $6,227-17.7% | $2,551+101.0% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,678 | $14,422-53.7% | $16,298-59.0% | $7,234-7.7% |