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| Provider | Service type | Compensation |
|---|---|---|
VBA BENEFITS CORPORATION2 years Service code 99 · EIN 54-1741662 | Other Fees | $77,664 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $48,194 |
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 | $80,331 | $122,042-34.2% | $184,243-56.4% | $74,429+7.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.07% | 19.91%-5.8pp | 28.82%-14.7pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $10,920 | $4,538+140.6% | $6,427+69.9% | $2,625+316.0% |
| Participant deferral / active EE | $6,924 | $7,143-3.1% | $9,132-24.2% | $4,348+59.2% |
| Admin fee / account holder | $490 | $1,252-60.8% | $13,914-96.5% | $1,944-74.8% |