| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $42,075 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL ADVISORS INC. Service code 34 ONE LINCOLN CENTER, 18W140 · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $30,500 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $25,000 |
GERALD WESBECKER9+ years Filed as: GERALD G GRAY & ASSOCIATES, INC. Service code 34 764 SOUTHCROSS DRIVE WEST · BURNSVILLE, MN 55306 | Valuation (appraisals, etc.) | $13,364 |
EIDE BAILLY LLP9+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,560 | $52,090+298.5% | $95,763+116.7% | $80,187+158.8% |
| Participation rate | 94.9% | 67.0%+27.9pp | 72.3%+22.7pp | 72.9%+22.0pp |
| Annual return | 20.98% | 23.29%-2.3pp | 28.43%-7.4pp | 40.40%-19.4pp |
| Employer contribution / active EE | $2,189 | $1,548+41.4% | $2,836-22.8% | $2,980-26.5% |
| Participant deferral / active EE | $0 | $3,266-100.0% | $4,244-100.0% | $5,016-100.0% |
| Admin fee / account holder | $33 | $96-66.1% | $5,669-99.4% | $145-77.5% |