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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-3820649 | Investment Management | $129,872 |
PALLADIUM PARTNERS4+ years Service code 28 · EIN 26-0728851 | Investment Management | $65,129 |
VIRGINIA GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 14-1983635 | Investment Management | $10,896 |
Service code 28 · EIN 54-1832175 | Investment Management | $8,606 |
DAVIDSON & GARRARD4+ years Service code 28 · EIN 54-1372516 | Investment Management | $7,516 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,925 | $47,977+708.6% | $154,111+151.7% | $56,287+589.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -9.32% | 3.54%-12.9pp | 735.18%-744.5pp | -9.96%+0.6pp |
| Employer contribution / active EE | $11,690 | $2,169+439.0% | $5,298+120.7% | $2,111+453.7% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,257 | $438+186.9% | $13,411-90.6% | $521+141.4% |