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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-3820649 | Investment Management | $59,969 |
PALLADIUM PARTNERS3+ years Service code 28 · EIN 26-0728851 | Investment Management | $45,428 |
Service code 28 · EIN 54-1832175 | Investment Management | $10,428 |
DAVIDSON & GARRARD2 years Service code 28 · EIN 54-1372516 | Investment Management | $6,042 |
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 | $218,084 | $55,453+293.3% | $170,435+28.0% | $62,293+250.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.02% | 21.38%-4.4pp | 205.94%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $5,353 | $2,164+147.4% | $5,432-1.5% | $2,042+162.1% |
| Participant deferral / active EE | $12,507 | $2,303+443.1% | $4,939+153.2% | $3,169+294.7% |
| Admin fee / account holder | $662 | $455+45.6% | $13,881-95.2% | $479+38.2% |