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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 | $21,655 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON GUNDERSON LLP Service code 10 · EIN 37-0802863 301 SW ADAMS ST · PEORIA, IL 61656 | Accounting | $16,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $278,547 | $71,802+287.9% | $133,975+107.9% | $57,658+383.1% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.1%+10.2pp | 70.2%+27.1pp |
| Annual return | 13.67% | 13.51%+0.2pp | 29.29%-15.6pp | 5.13%+8.5pp |
| Employer contribution / active EE | $6,098 | $3,161+92.9% | $5,211+17.0% | $1,974+208.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $88 | $88+0.9% | $9,324-99.1% | $95-6.5% |