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 |
|---|---|---|
Service code 28 · EIN 26-3820649 | Investment Management | $50,469 |
PALLADIUM PARTNERS1+ years Service code 28 · EIN 26-0728851 | Investment Management | $36,574 |
Service code 28 · EIN 54-1832175 | Investment Management | $13,181 |
VIRGINIA GLOBAL ASSET MANAGEMENT1+ years Service code 28 · EIN 14-1983635 | Investment Management | $9,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,819 | $46,360+251.2% | $147,617+10.3% | $52,331+211.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.32% | 1.62%-1.3pp | 61.98%-61.7pp | 4.54%-4.2pp |
| Employer contribution / active EE | $4,775 | $2,126+124.6% | $5,564-14.2% | $1,882+153.8% |
| Participant deferral / active EE | $11,282 | $2,258+399.8% | $4,895+130.5% | $3,022+273.3% |
| Admin fee / account holder | $626 | $766-18.3% | $11,612-94.6% | $592+5.8% |