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 | $15,945 |
SHELDRICK, MCGEHEE & KOHLER, LLC2+ years Filed as: SHELDRICK, MCGEHEE & KOHLER INC Service code 34 · EIN 59-2487150 ONE INDEPENDENT DRIVE · JACKSONVILLE, FL 32202 | Valuation (appraisals, etc.) | $13,483 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 1700 BAYBERRY CT, SUITE 300 · RICHMOND, VA 23226 | Accounting | $12,000 |
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 | $23,800 | $42,582-44.1% | $171,082-86.1% | $57,658-58.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 76.7%+23.3pp | 70.2%+29.8pp |
| Annual return | 47.06% | 308.67%-261.6pp | 32.56%+14.5pp | 5.13%+41.9pp |
| Employer contribution / active EE | $581 | $1,306-55.5% | $4,002-85.5% | $1,974-70.5% |
| Participant deferral / active EE | $0 | $2,933-100.0% | $4,797-100.0% | $3,061-100.0% |
| Admin fee / account holder | $102 | $82+23.5% | $8,520-98.8% | $95+7.6% |