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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 | $26,189 |
TUCKER & MELTZER3 years Service code 34 816 QUEENS PARK DR · OWINGS MILLS, MD 21117 | Valuation (appraisals, etc.) | $11,500 |
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 | $15,785 | $43,133-63.4% | $89,435-82.4% | $73,497-78.5% |
| Participation rate | 99.5% | 55.0%+44.6pp | 68.0%+31.5pp | 70.7%+28.8pp |
| Annual return | 0.08% | 135.66%-135.6pp | 245.55%-245.5pp | 28.51%-28.4pp |
| Employer contribution / active EE | $10,270 | $1,438+614.2% | $2,587+297.0% | $2,270+352.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $101 | $444-77.1% | $4,884-97.9% | $513-80.2% |