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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-3820649 | Investment Management | $55,721 |
PALLADIUM PARTNERS5+ years Service code 28 · EIN 26-0728851 | Investment Management | $48,758 |
Service code 28 · EIN 54-1832175 | Investment Management | $14,436 |
VIRGINIA GLOBAL ASSET MANAGEMENT5+ years Service code 28 · EIN 14-1983635 | Investment Management | $5,867 |
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 | $230,863 | $52,961+335.9% | $172,752+33.6% | $65,185+254.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.70% | 30.12%-10.4pp | 802.97%-783.3pp | 29.38%-9.7pp |
| Employer contribution / active EE | $5,585 | $2,190+155.0% | $5,144+8.6% | $2,177+156.6% |
| Participant deferral / active EE | $13,229 | $2,471+435.4% | $5,198+154.5% | $3,514+276.5% |
| Admin fee / account holder | $674 | $472+42.8% | $13,955-95.2% | $847-20.5% |