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| Provider | Service type | Compensation |
|---|---|---|
MORRISON COHEN LLP1 year Filed as: MORRISON COHEN Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $97,006 |
MARCUM LLP1 year Filed as: MARCUM Service code 34 · EIN 11-1986323 555 LONG WHARF DRIVE, 8TH FLOOR · NEW HAVEN, CT 06511 | Valuation (appraisals, etc.) | $89,843 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $86,973 |
SC&H1 year Service code 10 · EIN 52-1743645 910 RIDGEBROOK RD. · SPARKS GLENCOE, MD 21152 | Accounting | $55,300 |
COMSTOCK ADVISORS2+ years Service code 34 · EIN 34-1823071 2000 DUKE ST · ALEXANDRIA, VA 22314 | Valuation (appraisals, etc.) | $36,431 |
AEGIS FIDUCIARY SERVICES1 year Service code 21 · EIN 82-1593389 7200 HIGHWAY 278 NE · COVINGTON, GA 30014 | Bank Trustee | $25,000 |
Filed as: ADAMY Service code 34 · EIN 26-1696549 50 LOUIS ST. NW, SUITE 405 · GRAND RAPIDS, MI 49503 | Valuation (appraisals, etc.) | $15,363 |
Filed as: TRANSITION FINANCE SRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $7,517 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,641 | $52,346-93.0% | $143,797-97.5% | $78,104-95.3% |
| Participation rate | 99.7% | 72.7%+27.0pp | 80.3%+19.4pp | 74.5%+25.2pp |
| Annual return | 40.99% | -14.19%+55.2pp | -0.04%+41.0pp | 10.90%+30.1pp |
| Employer contribution / active EE | $1,117 | $2,131-47.6% | $4,952-77.5% | $3,128-64.3% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,638-100.0% | $5,089-100.0% |
| Admin fee / account holder | $58 | $63-9.2% | $14,679-99.6% | $79-27.0% |