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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 | $27,447 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 301 SW ADAMS ST · PEORIA, IL 61656 | Accounting | $18,802 |
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 | $320,009 | $111,608+186.7% | $177,840+79.9% | $73,412+335.9% |
| Participation rate | 99.2% | 87.9%+11.4pp | 87.7%+11.5pp | 72.2%+27.0pp |
| Annual return | 10.05% | 18.23%-8.2pp | 48.32%-38.3pp | 59.30%-49.2pp |
| Employer contribution / active EE | $5,845 | $3,796+54.0% | $5,919-1.2% | $2,234+161.7% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $81 | $166-51.0% | $12,431-99.3% | $158-48.7% |