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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY7 years Service code 21 · EIN 36-3681493 | Bank Trustee | $50,980 |
HDH ADVISORS LLC2 years Filed as: HDH ADVISORS Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $20,550 |
Filed as: BLUE RIDGE TOPCO, LLC Service code 15 · EIN 84-5145051 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $16,880 |
RSM US LLP8 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $16,500 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $4,045 |
NYEMASTER GOOD P.C.7 years Service code 29 · EIN 42-1154516 | Legal | $3,588 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,349 | $76,696+209.5% | $96,538+145.9% | $71,529+231.8% |
| Participation rate | 89.1% | 66.6%+22.5pp | 74.3%+14.7pp | 67.9%+21.2pp |
| Annual return | 13.33% | 48.32%-35.0pp | 35.74%-22.4pp | 28.97%-15.6pp |
| Employer contribution / active EE | $6,545 | $3,032+115.9% | $3,740+75.0% | $2,590+152.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,967 | $2,030-3.1% | $6,737-70.8% | $1,588+23.8% |