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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY8 years Service code 21 · EIN 36-3681493 | Bank Trustee | $86,550 |
RSM US LLP9 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $21,630 |
Filed as: BLUE RIDGE TOPCO, LLC Service code 15 · EIN 84-5145051 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $20,065 |
HDH ADVISORS LLC3 years Filed as: HDH ADVISORS Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $7,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,921 | $80,781+230.4% | $102,437+160.6% | $74,478+258.4% |
| Participation rate | 95.5% | 65.7%+29.8pp | 74.5%+20.9pp | 67.2%+28.2pp |
| Annual return | 19.32% | 27.58%-8.3pp | 24.95%-5.6pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $6,455 | $3,160+104.3% | $3,871+66.8% | $2,626+145.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,395 | $2,372-41.2% | $8,388-83.4% | $1,946-28.3% |