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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 | $24,263 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 301 SW ADAMS ST · PEORIA, IL 61656 | Accounting | $16,650 |
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 | $316,174 | $80,005+295.2% | $140,019+125.8% | $55,725+467.4% |
| Participation rate | 99.7% | 87.0%+12.7pp | 87.5%+12.2pp | 70.9%+28.9pp |
| Annual return | 10.94% | 0.46%+10.5pp | 651.15%-640.2pp | 244.93%-234.0pp |
| Employer contribution / active EE | $6,621 | $3,403+94.6% | $5,605+18.1% | $2,078+218.6% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $79 | $116-31.5% | $10,705-99.3% | $115-31.2% |