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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 | $19,412 |
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 | $12,798 | $91,474-86.0% | $135,982-90.6% | $71,529-82.1% |
| Participation rate | 98.7% | 75.7%+23.0pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 25.11% | 29.89%-4.8pp | 68.32%-43.2pp | 28.97%-3.9pp |
| Employer contribution / active EE | $2,450 | $3,705-33.9% | $4,859-49.6% | $2,590-5.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $101 | $1,267-92.0% | $10,767-99.1% | $1,588-93.6% |