Filed October 24, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $198,505 |
SCJ CONSULTING SERVICES1 year Filed as: SCJ CONSULTING SERVICES, LLC Service code 24 · EIN 83-1749716 13121 EASTPOINT PARK BLVD · LOUISVILLE, KY 40223 | Discretionary Trustee | $40,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 1400 MEADOWBROOK ROAD · JACKSON, MS 39211 | Accounting | $34,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,573-100.0% | $98,090-100.0% | $100,573-100.0% |
| Participation rate | 0.0% | 70.9%-70.9pp | 81.5%-81.5pp | 70.9%-70.9pp |
| Annual return | -27.77% | 18.89%-46.7pp | 37.05%-64.8pp | 18.89%-46.7pp |
| Employer contribution / active EE | $1,429 | $3,763-62.0% | $3,606-60.4% | $3,763-62.0% |
| Participant deferral / active EE | $0 | $4,921-100.0% | $7,845-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $454-100.0% | $11,815-100.0% | $454-100.0% |