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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-4238973 154 HANSEN ROAD 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $6,305 |
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 | $10,662 | $74,347-85.7% | $93,621-88.6% | $67,582-84.2% |
| Participation rate | 96.8% | 80.6%+16.2pp | 75.8%+21.0pp | 71.3%+25.5pp |
| Annual return | -12.57% | 28.07%-40.6pp | 32.76%-45.3pp | 378.57%-391.1pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,719-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $10 | $123-91.6% | $7,890-99.9% | $142-92.7% |