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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 | $14,372 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,845 | $104,479-61.9% | $159,474-75.0% | $79,391-49.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 33.24% | 67.98%-34.7pp | 263.68%-230.4pp | 116.88%-83.6pp |
| Employer contribution / active EE | $2,868 | $3,417-16.1% | $4,831-40.6% | $2,428+18.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $77 | $711-89.2% | $10,802-99.3% | $627-87.7% |