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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 | $22,761 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,889 | $36,767-70.4% | $81,473-86.6% | $62,293-82.5% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | -55.29% | 173.80%-229.1pp | 38.78%-94.1pp | 28.90%-84.2pp |
| Employer contribution / active EE | $7,262 | $1,128+543.6% | $2,568+182.8% | $2,042+255.6% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $82 | $797-89.7% | $4,561-98.2% | $479-82.8% |