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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 64 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $59,848 |
DAVID ROMANO1 year Filed as: DAVID STAGER Service code 20 | Trustee (individual) | $57,375 |
ESOP LAW GROUP1 year Filed as: EMPLOYEE BENEFITS LAW GROUP Service code 29 11231 GOLD EXPRESS DRIVE, SUITE 108 · GOLD RIVER, CA 95670 | Legal | $55,731 |
CAMPBELL TAYLOR WASHBURN1 year Service code 10 · EIN 68-0251243 3741 DOUGLAS BLVD., SUITE 350 · ROSEWELL, CA 95661 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,282 | $91,407-59.2% | $135,903-72.6% | $71,457-47.8% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 24.04% | 29.90%-5.9pp | 68.23%-44.2pp | 28.85%-4.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $518 | $1,266-59.1% | $10,762-95.2% | $1,587-67.4% |