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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE ASSOCIATES Service code 64 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $97,363 |
CAMPBELL TAYLOR WASHBURN3 years Service code 10 · EIN 68-0251243 3741 DOUGLAS BLVD, SUITE 350 · ROSEWELL, CA 95661 | Accounting | $37,000 |
DAVID ROMANO3 years Filed as: DAVID STAGER Service code 20 | Trustee (individual) | $28,650 |
ESOP LAW GROUP3 years Filed as: EMPLOYEE BENEFITS LAW GROUP Service code 29 11231 GOLD EXPRESS DRIVE, SUITE 108 · GOLD RIVER, CA 95670 | Legal | $5,366 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $196,972-100.0% | $182,262-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 4.26% | 158.27%-154.0pp | 140.60%-136.3pp | 202.70%-198.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |