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 | $604,741 |
ARGENT TRUST COMPANY2 years Filed as: ARGENT FINANCIAL Service code 21 · EIN 62-1437218 500 E REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $475,879 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 331 WEST THIRD STREET SUITE 200 · DAVENPORT, IA 52801 | Accounting | $21,028 |
BALLARD SPAHR LLP2 years Service code 29 1735 MARKET STREET, 51ST FLOOR · PHILADELPHIA, PA 19103 | Legal | $19,468 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,808 | $55,785+193.6% | $96,583+69.6% | $106,520+53.8% |
| Participation rate | 94.9% | 53.4%+41.5pp | 69.8%+25.1pp | 71.3%+23.6pp |
| Annual return | 40.86% | 17.66%+23.2pp | 37.79%+3.1pp | 19.28%+21.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,357-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $1,782-100.0% | $3,850-100.0% | $4,948-100.0% |
| Admin fee / account holder | $44 | $59-25.0% | $6,184-99.3% | $75-41.0% |