Filed April 6, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $14,486 |
SHELDRICK, MCGEHEE & KOHLER, LLC1+ years Filed as: SHELDRICK, MCGEHEE & KOHLER INC Service code 34 · EIN 59-2487150 ONE INDEPENDENT DRIVE · JACKSONVILLE, FL 32202 | Valuation (appraisals, etc.) | $8,800 |
KSHGS, P.C.1+ years Service code 10 · EIN 54-1631262 4401 DOMINION BLVD, 2ND FLOOR · GLEN ALLEN, VA 23060 | Accounting | $7,500 |
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 | $18,274 | $45,283-59.6% | $155,789-88.3% | $52,331-65.1% |
| Participation rate | 99.6% | 62.2%+37.4pp | 76.1%+23.5pp | 68.1%+31.5pp |
| Annual return | -49.12% | 1.80%-50.9pp | 71.54%-120.7pp | 4.54%-53.7pp |
| Employer contribution / active EE | $2,083 | $1,329+56.8% | $3,839-45.7% | $1,882+10.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $4,798-100.0% | $3,022-100.0% |
| Admin fee / account holder | $94 | $981-90.4% | $7,477-98.7% | $592-84.1% |