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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 | $8,332 |
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 | $54,138 | $91,439-40.8% | $135,974-60.2% | $71,511-24.3% |
| Participation rate | 88.6% | 75.7%+12.9pp | 81.9%+6.7pp | 67.9%+20.6pp |
| Annual return | -13.83% | 29.90%-43.7pp | 68.30%-82.1pp | 28.86%-42.7pp |
| Employer contribution / active EE | $3,571 | $3,705-3.6% | $4,859-26.5% | $2,589+37.9% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $22 | $1,267-98.3% | $10,767-99.8% | $1,588-98.6% |