See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $119,464 |
ISSACKS & ASSOCIATES7 years Service code 20 1277 JONES ROAD · HOUSTON, TX 770704624 | Trustee (individual) | $85,325 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN Service code 21 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Bank Trustee | $63,991 |
KORSCHOT & COMPANY1 year Filed as: KORSCHOT & CO. Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $36,650 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES & BOONE Service code 29 · EIN 75-1312888 | Legal | $32,078 |
Filed as: HUSELTON, MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,825 | $145,877-91.2% | $150,045-91.5% | $102,872-87.5% |
| Participation rate | 46.1% | 79.8%-33.7pp | 82.3%-36.2pp | 73.0%-26.9pp |
| Annual return | 109.24% | 21.37%+87.9pp | 62.55%+46.7pp | 19.06%+90.2pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,693-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $595 | $176+238.5% | $13,435-95.6% | $292+103.8% |