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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $29,728 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $18,900 |
TUCKER & MELTZER7 years Service code 34 516 QUEENS PARKS DR · OWINGS, MD 21117 | Valuation (appraisals, etc.) | $12,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,166 | $45,123-15.4% | $85,240-55.2% | $74,478-48.8% |
| Participation rate | 98.1% | 49.4%+48.7pp | 67.5%+30.6pp | 67.2%+30.9pp |
| Annual return | 31.71% | 26.32%+5.4pp | 66.75%-35.0pp | 1370.56%-1338.9pp |
| Employer contribution / active EE | $6,886 | $1,459+372.0% | $2,735+151.7% | $2,626+162.2% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $129 | $2,215-94.2% | $6,165-97.9% | $1,946-93.4% |