Filed April 30, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $25,285 |
RELIANCE TRUST COMPANY1+ years Service code 18 · EIN 58-1428634 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Direct payment from the plan; Trustee... | $20,295 |
PRAIRIE CAPITAL ADVISORS1+ years Service code 34 · EIN 36-4072641 1 TOWER LN STE 3010 · OAKBROOK TERRACE, IL 601814638 | Valuation (appraisals, etc.); Direct ... | $19,750 |
KPM CPAS, PC1+ years Filed as: KPM CPA Service code 10 · EIN 43-1109768 1445 E. REPUBLIC RD · SPRINGFIELD, MO 65804 | Accounting | $8,310 |
KRIEG DEVAULT LLP1+ years Filed as: KRIEG DEVAULT, LLP Service code 29 ONE INDIANA SQUARE, SUITE 2800 · INDIANA, IN 462042079 | Legal | $5,723 |
DAILY ACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 307 UNIVERSITY BOULEVARD NORTH · MOBILE, AL 36688 | Recordkeeping | $1,327 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,864 | $70,667+45.6% | $123,104-16.4% | $52,331+96.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 15.18% | 6.23%+8.9pp | 13.22%+2.0pp | 4.54%+10.6pp |
| Employer contribution / active EE | $3,821 | $2,946+29.7% | $5,151-25.8% | $1,882+103.1% |
| Participant deferral / active EE | $1,008 | $4,493-77.6% | $6,230-83.8% | $3,022-66.6% |
| Admin fee / account holder | $377 | $506-25.6% | $9,015-95.8% | $592-36.3% |