Filed April 30, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $18,196 |
PRAIRIE CAPITAL ADVISORS8+ years Service code 34 · EIN 36-4072641 1 TOWER LN STE 3010 · OAKBROOK TERRACE, IL 601814638 | Valuation (appraisals, etc.); Direct ... | $16,250 |
FORVIS, LLP2 years Service code 10 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 65801 | Accounting | $14,600 |
ARGENT TRUST COMPANY7 years Service code 18 · EIN 58-1428634 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Direct payment from the plan; Custodi... | $14,290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,866 | $102,661+25.5% | $151,639-15.0% | $66,938+92.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -1.74% | -10.81%+9.1pp | 3.34%-5.1pp | 1.58%-3.3pp |
| Employer contribution / active EE | $4,377 | $4,184+4.6% | $6,165-29.0% | $2,545+72.0% |
| Participant deferral / active EE | $1,523 | $6,645-77.1% | $8,363-81.8% | $4,238-64.1% |
| Admin fee / account holder | $432 | $630-31.4% | $11,613-96.3% | $594-27.2% |