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| Provider | Service type | Compensation |
|---|---|---|
HANTZMON WIEBEL LLP6 years Service code 10 · EIN 54-0618213 | Accounting | $14,500 |
WITHUMSMITH+BROWN, PC6 years Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 15 · EIN 54-0504608 | Recordkeeping | $14,375 |
SHAREHOLDER STRATEGIES, INC.5 years Service code 34 876 CHAPEL HILL ROAD · CHARLOTTESVILLE, VA 22901 | Valuation (appraisals, etc.) | $9,773 |
DAVENPORT & COMPANY LLC3 years Service code 27 P.O. BOX 85678 · RICHMOND, VA 232855678 | Advisory (Plan) | $9,155 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,013 | $89,225+12.1% | $136,072-26.5% | $74,459+34.3% |
| Participation rate | 96.9% | 69.4%+27.5pp | 76.4%+20.5pp | 67.2%+29.7pp |
| Annual return | 4.55% | 22.76%-18.2pp | 580.46%-575.9pp | 1369.70%-1365.1pp |
| Employer contribution / active EE | $3,156 | $2,816+12.1% | $4,216-25.1% | $2,626+20.2% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,028-100.0% | $4,350-100.0% |
| Admin fee / account holder | $268 | $1,545-82.7% | $6,718-96.0% | $1,945-86.2% |