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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 | $31,089 |
Service code 34 · EIN 27-2873949 383 BOSTON POST ROAD · SUDBURY, MA 01776 | Valuation (appraisals, etc.) | $14,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,142 | $91,439-59.4% | $135,974-72.7% | $71,511-48.1% |
| Participation rate | 98.9% | 75.7%+23.2pp | 81.9%+17.0pp | 67.9%+30.9pp |
| Annual return | 4.58% | 29.90%-25.3pp | 68.30%-63.7pp | 28.86%-24.3pp |
| Employer contribution / active EE | $3,113 | $3,705-16.0% | $4,859-35.9% | $2,589+20.2% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $223 | $1,267-82.4% | $10,767-97.9% | $1,588-85.9% |