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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $34,165 |
BUTTONWOOD WEALTH, LLC2 years Filed as: BUTTONWOOD WEALTH LLC Service code 27 · EIN 83-0889263 27 W. BOSCAWEN ST · WINCHESTER, VA 22601 | Advisory (Plan) | $14,019 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,281 | $102,661-69.5% | $151,628-79.4% | $66,930-53.3% |
| Participation rate | 95.9% | 85.5%+10.4pp | 87.5%+8.4pp | 69.8%+26.1pp |
| Annual return | -8.21% | -10.81%+2.6pp | 3.34%-11.5pp | 1.57%-9.8pp |
| Employer contribution / active EE | $1,646 | $4,184-60.6% | $6,165-73.3% | $2,545-35.3% |
| Participant deferral / active EE | $8,332 | $6,645+25.4% | $8,363-0.4% | $4,238+96.6% |
| Admin fee / account holder | $259 | $630-58.9% | $11,613-97.8% | $593-56.3% |