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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 | $45,735 |
DAVID ROMANO2 years Filed as: DAVID STAGER Service code 20 | Trustee (individual) | $38,475 |
CAMPBELL TAYLOR WASHBURN2 years Service code 10 · EIN 68-0251243 3741 DOUGLAS BLVD., SUITE 350 · ROSEWELL, CA 95661 | Accounting | $16,500 |
ESOP LAW GROUP2 years Filed as: EMPLOYEE BENEFITS LAW GROUP Service code 29 11231 GOLD EXPRESS DRIVE, SUITE 108 · GOLD RIVER, CA 95670 | Legal | $237 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,872 | $101,317-75.5% | $146,958-83.1% | $74,495-66.6% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 3.49% | 8730.91%-8727.4pp | 418.34%-414.8pp | 1364.94%-1361.4pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $276 | $1,739-84.1% | $12,998-97.9% | $1,942-85.8% |