Filed May 17, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $147,837 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,941 | $36,004+174.8% | $64,101+54.4% | $69,651+42.1% |
| Participation rate | 96.1% | 47.3%+48.9pp | 68.2%+28.0pp | 66.6%+29.6pp |
| Annual return | 18.62% | 4.26%+14.4pp | 791.27%-772.7pp | 53.77%-35.2pp |
| Employer contribution / active EE | $252 | $617-59.1% | $1,820-86.1% | $2,241-88.7% |
| Participant deferral / active EE | $0 | $1,166-100.0% | $2,822-100.0% | $3,635-100.0% |
| Admin fee / account holder | $10 | $49-80.3% | $4,499-99.8% | $63-84.7% |