Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,940 |
Service code 27 722 ESSINGTON ROAD · JOLIET, IL 60435 | Advisory (Plan) | $10,191 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $825 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,905 | $138,393-6.1% | $184,256-29.5% | $80,959+60.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.67% | 20.01%-5.3pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,817 | $4,847-41.9% | $6,427-56.2% | $2,757+2.2% |
| Participant deferral / active EE | $3,744 | $7,076-47.1% | $9,133-59.0% | $4,300-12.9% |
| Admin fee / account holder | $8,348 | $10,489-20.4% | $13,899-39.9% | $6,925+20.5% |