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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $32,675 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $22,318 |
SCJ FIDUCIARY SERVICES3 years Service code 21 | Bank Trustee | $15,000 |
TUCKER & MELTZER6 years Service code 34 516 QUEENS PARKS DR · OWINGS, MD 21117 | Valuation (appraisals, etc.) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $41,151-100.0% | $80,648-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 50.2%-50.2pp | 67.0%-67.0pp | 67.9%-67.9pp |
| Annual return | -0.13% | 38.49%-38.6pp | 937.21%-937.3pp | 28.97%-29.1pp |
| Employer contribution / active EE | $7,130 | $1,513+371.2% | $2,724+161.8% | $2,590+175.3% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,842-100.0% | $5,382-100.0% | $1,588-100.0% |