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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN ROAD 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $9,360 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,269 | $62,324-56.2% | $68,509-60.2% | $55,191-50.6% |
| Participation rate | 98.7% | 78.9%+19.9pp | 74.7%+24.0pp | 69.2%+29.6pp |
| Annual return | -4.12% | 4.26%-8.4pp | 8.27%-12.4pp | 10.78%-14.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $9 | $91-90.4% | $5,275-99.8% | $91-90.3% |