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| Provider | Service type | Compensation |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $34,060 |
Filed as: STEPHEN JAMES CONSULTING Service code 70 | Consulting Fees | $30,000 |
BLUM SHAPIRO1 year Filed as: CLA Service code 10 · EIN 41-0746749 | Accounting | $18,165 |
TUCKER & MELTZER8 years Service code 34 516 QUEENS PARKS DR · OWINGS, MD 21117 | Valuation (appraisals, etc.) | $13,500 |
BDO USA, LLP5 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $1,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,883 | $45,312+12.3% | $86,233-41.0% | $67,986-25.2% |
| Participation rate | 99.0% | 42.4%+56.6pp | 69.0%+30.0pp | 57.2%+41.8pp |
| Annual return | 15.01% | 24.79%-9.8pp | 61.39%-46.4pp | 31.67%-16.7pp |
| Employer contribution / active EE | $6,417 | $1,160+453.4% | $2,504+156.2% | $2,019+217.9% |
| Participant deferral / active EE | $0 | $2,185-100.0% | $4,559-100.0% | $3,358-100.0% |
| Admin fee / account holder | $231 | $3,295-93.0% | $8,342-97.2% | $3,203-92.8% |