Filed June 30, 2014
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $45,111 |
GORDON FEINBLATT LLC2+ years Filed as: GORDON FEINBLATT, LLC Service code 29 233 EAST REDWOOD ST · BALTIMORE, MD 21202 | Legal | $41,533 |
ELLIN & TUCKER, CHARTERED2+ years Service code 10 · EIN 52-0959934 100 S. CHARLES ST · BALTIMORE, MD 212012714 | Accounting | $24,782 |
ASSET STRATEGY CONSULTANTS2+ years Service code 28 6 NORTH PARK DR · HUNT VALLEY, MD 21030 | Investment Management | $11,816 |
FMI CAPITAL ADVISORS, INC.2+ years Service code 34 5171 GLENWOOD AVE · RALEIGH, NC 27612 | Valuation (appraisals, etc.) | $10,000 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EVERGREEN CAPITAL, LLC Service code 16 9256 BENDIX RD · COLUMBIA, MD 21045 | Consulting | $3,169 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,950 | $52,884+234.6% | $84,753+108.8% | $55,167+220.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 11.04% | 18.03%-7.0pp | 22.78%-11.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $953 | $2,233-57.3% | $3,574-73.3% | $1,963-51.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $526 | $581-9.4% | $5,333-90.1% | $504+4.4% |