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| Provider | Service type | Compensation |
|---|---|---|
GENTRY PRIVATE WEALTH1 year Filed as: GENTRY & LOCKE Service code 29 PO BOX 40013 · ROANOKE, VA 240220013 | Legal | $48,410 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $20,925 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS Service code 10 | Accounting | $18,500 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $16,340 |
SCJ FIDUCIARY SERVICES1 year Service code 21 | Bank Trustee | $15,000 |
TUCKER & MELTZER4 years Service code 34 516 QUEENS PARKS DR · OWINGS, MD 21117 | Valuation (appraisals, etc.) | $13,003 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,377 | $79,694-68.2% | $96,192-73.6% | $79,389-68.0% |
| Participation rate | 99.6% | 54.0%+45.6pp | 68.4%+31.1pp | 70.7%+28.8pp |
| Annual return | 51.76% | 40.84%+10.9pp | 192.09%-140.3pp | 116.89%-65.1pp |
| Employer contribution / active EE | $5,045 | $1,443+249.6% | $2,799+80.2% | $2,428+107.8% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,351-100.0% | $4,046-100.0% |
| Admin fee / account holder | $349 | $630-44.6% | $5,539-93.7% | $626-44.2% |