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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE SERVICES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $19,841 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON GUNDERSON LLP Service code 10 · EIN 37-0802863 301 SW ADAMS ST · PEORIA, IL 61656 | Accounting | $12,800 |
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 | $265,276 | $68,413+287.8% | $123,105+115.5% | $55,191+380.6% |
| Participation rate | 98.4% | 84.5%+13.9pp | 86.8%+11.6pp | 69.2%+29.2pp |
| Annual return | 12.38% | 6.30%+6.1pp | 13.22%-0.8pp | 10.78%+1.6pp |
| Employer contribution / active EE | $5,952 | $3,050+95.1% | $5,151+15.5% | $1,899+213.5% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $74 | $88-15.7% | $9,014-99.2% | $91-18.4% |