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| Provider | Service type | Compensation |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC11+ years Filed as: TRANSITION FINANCE SERVICES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $38,899 |
CLIFTONLARSONALLEN LLP6 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 301 SW ADAMS ST · PEORIA, IL 61656 | Accounting | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,786 | $130,224+107.9% | $197,124+37.4% | $79,634+240.0% |
| Participation rate | 99.4% | 87.8%+11.6pp | 86.7%+12.7pp | 62.5%+36.9pp |
| Annual return | 14.42% | 23.65%-9.2pp | 44.34%-29.9pp | 36.46%-22.0pp |
| Employer contribution / active EE | $8,218 | $4,314+90.5% | $6,227+32.0% | $2,529+224.9% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $52 | $254-79.5% | $16,298-99.7% | $1,002-94.8% |