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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 | $101,499-59.0% | $147,005-71.7% | $74,546-44.2% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 14.37% | 8732.34%-8718.0pp | 418.76%-404.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $3,666 | $3,811-3.8% | $4,934-25.7% | $2,624+39.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $304 | $1,748-82.6% | $13,006-97.7% | $1,944-84.4% |