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| Provider | Service type | Compensation |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE SERVICES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $45,086 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 301 SW ADAMS ST · PEORIA, IL 61656 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $276,854 | $129,227+114.2% | $184,256+50.3% | $77,762+256.0% |
| Participation rate | 98.8% | 87.4%+11.4pp | 86.8%+12.0pp | 70.6%+28.2pp |
| Annual return | 10.96% | 33.24%-22.3pp | 28.85%-17.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $7,485 | $4,412+69.6% | $6,427+16.5% | $2,728+174.4% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $62 | $256-75.6% | $13,899-99.6% | $433-85.6% |