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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $6,505 |
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 | $349,000 | $80,731+332.3% | $103,378+237.6% | $74,400+369.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 34.85% | 27.56%+7.3pp | 24.91%+9.9pp | 1367.51%-1332.7pp |
| Employer contribution / active EE | $10,982 | $3,159+247.6% | $3,870+183.7% | $2,624+318.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $22 | $2,369-99.1% | $8,401-99.7% | $1,944-98.9% |