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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 | $25,320 |
HUNTON ANDREWS KURTH LLP1 year Service code 29 951 E BYRD STREET · RICHMOND, VA 23219 | Legal | $22,155 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 301 SW ADAMS ST · PEORIA, IL 61656 | Accounting | $16,950 |
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 | $313,837 | $88,515+254.6% | $162,177+93.5% | $67,579+364.4% |
| Participation rate | 99.0% | 86.8%+12.2pp | 87.6%+11.5pp | 71.3%+27.8pp |
| Annual return | 11.37% | 27.04%-15.7pp | 115.60%-104.2pp | 378.56%-367.2pp |
| Employer contribution / active EE | $6,567 | $3,563+84.3% | $5,613+17.0% | $2,148+205.8% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $117 | $124-5.8% | $10,843-98.9% | $142-18.1% |