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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE Service code 15 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $34,584 |
Service code 34 · EIN 27-2873949 383 BOSTON POST ROAD · SUDBURY, MA 01776 | Valuation (appraisals, etc.) | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,611 | $101,672-59.1% | $147,117-71.7% | $74,478-44.1% |
| Participation rate | 97.8% | 75.5%+22.2pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 14.37% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $3,666 | $3,813-3.9% | $4,932-25.7% | $2,626+39.6% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $304 | $1,753-82.7% | $12,993-97.7% | $1,946-84.4% |