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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 | $15,386 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,808 | $84,493-52.9% | $125,381-68.3% | $66,938-40.5% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.5pp |
| Annual return | 9.44% | -8.49%+17.9pp | 572.31%-562.9pp | 1.58%+7.9pp |
| Employer contribution / active EE | $3,455 | $3,554-2.8% | $4,815-28.2% | $2,545+35.8% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $95 | $685-86.1% | $10,007-99.0% | $594-84.0% |