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 | $112,359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,734 | $38,963+161.1% | $71,793+41.7% | $329,111-69.1% |
| Participation rate | 96.2% | 53.8%+42.4pp | 69.1%+27.1pp | 67.9%+28.3pp |
| Annual return | 19.35% | 9.85%+9.5pp | 78.04%-58.7pp | 16.35%+3.0pp |
| Employer contribution / active EE | $382 | $758-49.6% | $1,924-80.2% | $2,303-83.4% |
| Participant deferral / active EE | $0 | $1,286-100.0% | $2,794-100.0% | $3,682-100.0% |
| Admin fee / account holder | $7 | $50-86.9% | $4,815-99.9% | $754-99.1% |