Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JAMES A. REICHERT1 year Filed as: JAMES RIVER WEALTH ADVISORS Service code 26 15521 MIDLOTHIAN TURNPIKE · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $46,769 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $12,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,773 | $58,726-11.8% | $92,240-43.9% | $62,293-16.9% |
| Participation rate | 97.5% | 68.3%+29.1pp | 76.5%+21.0pp | 69.5%+27.9pp |
| Annual return | 18.33% | 43.62%-25.3pp | 176.29%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,014 | $2,392-57.6% | $3,680-72.4% | $2,042-50.4% |
| Participant deferral / active EE | $3,079 | $2,766+11.3% | $3,897-21.0% | $3,169-2.9% |
| Admin fee / account holder | $331 | $556-40.6% | $5,194-93.6% | $479-31.0% |