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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-3820649 | Investment Management | $54,095 |
PALLADIUM PARTNERS2+ years Service code 28 · EIN 26-0728851 | Investment Management | $37,122 |
Service code 28 · EIN 54-1832175 | Investment Management | $9,321 |
DAVIDSON & GARRARD1 year Service code 28 · EIN 54-1372516 | Investment Management | $5,180 |
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 | $186,010 | $46,732+298.0% | $156,551+18.8% | $55,167+237.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.99% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $4,888 | $2,105+132.2% | $5,501-11.2% | $1,963+149.0% |
| Participant deferral / active EE | $11,691 | $2,204+430.4% | $4,871+140.0% | $3,054+282.8% |
| Admin fee / account holder | $609 | $418+45.5% | $13,028-95.3% | $504+20.8% |