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 | $405,775 |
ARGENT TRUST COMPANY1 year Filed as: ARGENT FINANCIAL Service code 21 · EIN 62-1437218 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $204,184 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 331 WEST THIRD STREET SUITE 200 · DAVENPORT, IA 52801 | Accounting | $33,075 |
BALLARD SPAHR LLP1 year Service code 29 1735 MARKET STREET, 51ST FLOOR · PHILADELPHIA, PA 19103 | Legal | $24,354 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,511 | $48,464+152.8% | $90,974+34.7% | $106,273+15.3% |
| Participation rate | 95.7% | 53.1%+42.6pp | 69.0%+26.7pp | 70.8%+24.9pp |
| Annual return | 12.38% | 16.72%-4.3pp | 134.60%-122.2pp | 21.70%-9.3pp |
| Employer contribution / active EE | $2 | $939-99.8% | $2,122-99.9% | $2,722-99.9% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,601-100.0% |
| Admin fee / account holder | $27 | $58-54.0% | $5,961-99.6% | $78-66.0% |