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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN ROAD 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,560 |
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 | $19,367 | $74,024-73.8% | $78,002-75.2% | $57,658-66.4% |
| Participation rate | 99.5% | 79.7%+19.7pp | 75.5%+23.9pp | 70.2%+29.2pp |
| Annual return | -29.41% | 12.14%-41.6pp | 425.99%-455.4pp | 5.13%-34.5pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $9 | $93-90.3% | $5,481-99.8% | $95-90.4% |