Filed June 1, 2026 (most recent of 5 filings on file)
Total covered: 54 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $26,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,547 | $71,534+47.5% | $98,462+7.2% | $71,529+47.6% |
| Participation rate | 93.1% | 72.7%+20.4pp | 75.2%+18.0pp | 67.9%+25.2pp |
| Annual return | 7.23% | 32.44%-25.2pp | 21.17%-13.9pp | 28.97%-21.7pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $100 | $1,677-94.0% | $8,875-98.9% | $1,588-93.7% |