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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 14 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $10,098 |
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 | $13,023 | $32,425-59.8% | $74,577-82.5% | $55,167-76.4% |
| Participation rate | 99.0% | 54.0%+45.0pp | 68.1%+30.9pp | 69.0%+30.0pp |
| Annual return | -22.78% | 10.63%-33.4pp | 20.47%-43.2pp | 169.23%-192.0pp |
| Employer contribution / active EE | $3,571 | $1,043+242.3% | $2,525+41.4% | $1,963+82.0% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $27 | $748-96.4% | $4,138-99.4% | $504-94.7% |