Filed December 28, 1998
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 15 · EIN 13-4238973 154 HANSEN ROAD SUITE, 102 · CHARLOTTESVILLE, MD 22911 | Recordkeeping | $59,076 |
SC&H ATTEST SERVICES, P.C.2 years Filed as: SC&H ATTEST SERVICES Service code 15 910 RIDGEBROOK RD · SPARKS, MD 21152 | Recordkeeping | $16,275 |
EVERGREEN ADVISORS, LLC2 years Filed as: EVERGREEN ADVISORS LLC Service code 15 2010 CORPORATE RIDGE · MCLEAN, VA 22102 | Recordkeeping | $15,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,507 | $107,415+63.4% | $135,998+29.1% | $80,187+118.9% |
| Participation rate | 98.0% | 78.0%+20.0pp | 81.9%+16.1pp | 72.9%+25.1pp |
| Annual return | 22.63% | 91.99%-69.4pp | 68.37%-45.7pp | 40.40%-17.8pp |
| Employer contribution / active EE | $5,231 | $3,878+34.9% | $4,860+7.6% | $2,980+75.6% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $52 | $127-59.4% | $10,769-99.5% | $145-64.4% |