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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITIONS FINANCE STRATEGIES, LLC Service code 15 · EIN 13-4238973 54 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22901 | Recordkeeping | $40,055 |
JAMES A. REICHERT1 year Filed as: JAMES JOYNER III Service code 20 157 HENSON STREET · SPARTANBURG, SC 29307 | Trustee (individual) | $21,883 |
PHELPS DUNBAR LLP1 year Service code 29 · EIN 72-0358621 365 CANAL STREET, SUITE 200 · NEW ORLEANS, LA 70130 | Legal | $12,047 |
KUCZAK & ASSOCIATES1 year Service code 10 · EIN 52-2060391 139 N MAIN ST #101 · BEL AIR, MD 210148808 | Accounting | $8,500 |
Employer 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,938 | $64,119-17.4% | $112,228-52.8% | $66,914-20.9% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.1%+21.2pp | 69.8%+26.4pp |
| Annual return | 5.25% | -13.81%+19.1pp | 27.45%-22.2pp | 1.58%+3.7pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $340 | $625-45.7% | $6,410-94.7% | $593-42.8% |