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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN ROAD 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,810 |
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 | $15,260 | $75,284-79.7% | $91,004-83.2% | $69,631-78.1% |
| Participation rate | 99.1% | 80.4%+18.7pp | 75.6%+23.5pp | 70.7%+28.4pp |
| Annual return | -17.24% | 48.40%-65.6pp | 4.60%-21.8pp | 27571.02%-27588.3pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $11 | $111-90.1% | $5,417-99.8% | $110-90.1% |