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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $15,633 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,801 | $56,540-80.9% | $185,849-94.2% | $86,821-87.6% |
| Participation rate | 97.5% | 65.5%+32.0pp | 81.7%+15.8pp | 72.3%+25.2pp |
| Annual return | 0.17% | 118.20%-118.0pp | 122.10%-121.9pp | 97.94%-97.8pp |
| Employer contribution / active EE | $449 | $1,844-75.6% | $5,169-91.3% | $2,406-81.3% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $14 | $150-90.8% | $16,244-99.9% | $170-91.9% |