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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-3820649 | Investment Management | $65,527 |
PALLADIUM PARTNERS4+ years Service code 28 · EIN 26-0728851 | Investment Management | $51,343 |
Service code 28 · EIN 54-1832175 | Investment Management | $11,579 |
DAVIDSON & GARRARD3 years Service code 28 · EIN 54-1372516 | Investment Management | $5,329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $196,297 | $47,977+309.1% | $154,108+27.4% | $56,289+248.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -9.37% | 3.54%-12.9pp | 735.21%-744.6pp | -9.96%+0.6pp |
| Employer contribution / active EE | $5,388 | $2,169+148.4% | $5,298+1.7% | $2,111+155.2% |
| Participant deferral / active EE | $12,714 | $2,392+431.6% | $5,081+150.2% | $3,350+279.5% |
| Admin fee / account holder | $754 | $438+72.0% | $13,411-94.4% | $521+44.7% |