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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITIONS FINANCE STRAGEGIES Service code 64 · EIN 13-4238973 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $20,269 |
ESOP FIDUCIARIES4 years Service code 21 1690 ATLANTIC BEACH DRIVE · ATLANTIC BEACH, FL 32233 | Bank Trustee | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,088 | $102,422-49.1% | $147,117-64.6% | $80,959-35.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 2.04% | 135.16%-133.1pp | 420.54%-418.5pp | 35.67%-33.6pp |
| Employer contribution / active EE | $5,051 | $3,717+35.9% | $4,932+2.4% | $2,757+83.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $274 | $7,953-96.6% | $12,993-97.9% | $6,925-96.0% |