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 | $134,627 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,355 | $100,179+21.1% | $84,029+44.4% | $89,609+35.4% |
| Participation rate | 95.9% | 54.1%+41.7pp | 69.0%+26.8pp | 69.6%+26.3pp |
| Annual return | 32.10% | 22.50%+9.6pp | 71.32%-39.2pp | 33.65%-1.5pp |
| Employer contribution / active EE | $482 | $816-41.0% | $1,984-75.7% | $2,584-81.4% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,222-100.0% |
| Admin fee / account holder | $6 | $72-92.1% | $6,102-99.9% | $72-92.1% |