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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 | $5,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,076 | $84,493-15.9% | $125,381-43.3% | $66,938+6.2% |
| Participation rate | 86.2% | 76.4%+9.8pp | 82.4%+3.8pp | 69.8%+16.4pp |
| Annual return | 3.25% | -8.49%+11.7pp | 572.31%-569.1pp | 1.58%+1.7pp |
| Employer contribution / active EE | $3,448 | $3,554-3.0% | $4,815-28.4% | $2,545+35.5% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $14 | $685-98.0% | $10,007-99.9% | $594-97.7% |