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| Provider | Service type | Compensation |
|---|---|---|
BCC ADVISORS1 year Service code 34 1707 HIGH STREET · DES MOINES, IA 50309 | Valuation (appraisals, etc.) | $12,800 |
Service code 64 · EIN 13-4238973 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $11,758 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,779 | $138,393+68.9% | $184,256+26.9% | $80,959+188.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 7.04% | 20.01%-13.0pp | 28.85%-21.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $6,977 | $4,847+43.9% | $6,427+8.6% | $2,757+153.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,221 | $10,489-31.2% | $13,899-48.0% | $6,925+4.3% |