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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSISITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,683 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 65 6455 IRVINE DRIVE · IRVINE, CA 92618 | Account Maintenance | $988 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,906 | $86,949-16.2% | $102,460-28.8% | $80,959-9.9% |
| Participation rate | 89.7% | 72.4%+17.4pp | 76.5%+13.2pp | 67.7%+22.1pp |
| Annual return | 16.39% | 18.89%-2.5pp | 29.47%-13.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $10,806 | $2,370+356.0% | $3,025+257.2% | $2,757+291.9% |
| Participant deferral / active EE | $4,738 | $4,121+15.0% | $5,056-6.3% | $4,300+10.2% |
| Admin fee / account holder | $1 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |