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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE SRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $19,356 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,130 | $101,591-84.1% | $147,096-89.0% | $74,429-78.3% |
| Participation rate | 98.3% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.1pp |
| Annual return | 16.83% | 8746.45%-8729.6pp | 419.75%-402.9pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $4,286 | $3,813+12.4% | $4,936-13.2% | $2,625+63.3% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $90 | $1,750-94.9% | $13,005-99.3% | $1,944-95.4% |