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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,602-100.0% | $150,045-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 4.26% | 70.24%-66.0pp | 62.55%-58.3pp | 217.08%-212.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |