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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $10,065 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,973 | $101,591-45.9% | $147,096-62.6% | $74,429-26.1% |
| Participation rate | 95.6% | 75.5%+20.0pp | 82.2%+13.4pp | 67.2%+28.3pp |
| Annual return | 1.87% | 8746.45%-8744.6pp | 419.75%-417.9pp | 1368.38%-1366.5pp |
| Employer contribution / active EE | $11,837 | $3,813+210.5% | $4,936+139.8% | $2,625+350.9% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $27 | $1,750-98.4% | $13,005-99.8% | $1,944-98.6% |