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 | $126,411 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,236 | $38,510+173.3% | $74,549+41.2% | $73,367+43.4% |
| Participation rate | 95.5% | 53.5%+42.0pp | 69.1%+26.3pp | 69.5%+26.0pp |
| Annual return | 23.38% | -0.94%+24.3pp | 32.54%-9.2pp | 173.45%-150.1pp |
| Employer contribution / active EE | $877 | $774+13.4% | $1,961-55.3% | $2,499-64.9% |
| Participant deferral / active EE | $0 | $1,421-100.0% | $3,108-100.0% | $4,033-100.0% |
| Admin fee / account holder | $6 | $52-88.7% | $5,059-99.9% | $68-91.4% |