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| Provider | Service type | Compensation |
|---|---|---|
COMSTOCK ADVISORS1+ years Service code 34 · EIN 34-1823071 2000 DUKE ST · ALEXANDRIA, VA 22314 | Valuation (appraisals, etc.) | $40,490 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $21,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,573 | $69,238-96.3% | $185,849-98.6% | $101,555-97.5% |
| Participation rate | 99.4% | 73.5%+25.9pp | 81.7%+17.7pp | 74.5%+24.9pp |
| Annual return | 148.61% | 21.26%+127.3pp | 122.10%+26.5pp | 21.00%+127.6pp |
| Employer contribution / active EE | $980 | $2,104-53.4% | $5,169-81.0% | $2,972-67.0% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $12 | $66-81.6% | $16,244-99.9% | $139-91.3% |