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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN ROAD 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $8,000 |
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 | $11,873 | $65,223-81.8% | $80,022-85.2% | $55,725-78.7% |
| Participation rate | 98.4% | 80.6%+17.8pp | 75.8%+22.6pp | 70.9%+27.5pp |
| Annual return | -18.65% | 7.59%-26.2pp | 11.22%-29.9pp | 244.93%-263.6pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $114-89.9% | $6,521-99.8% | $115-90.0% |