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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $16,834 |
ELLIOTT DAVIS, LLC1+ years Filed as: ELLIOT DAVIS Service code 10 · EIN 57-0381582 500 EAST MOREHEAD STREET, SUITE 700 · CHARLOTTE, NC 28202 | Accounting | $13,000 |
COMSTOCK ADVISORS1+ years Filed as: COMSTOCK VALUATION ADVISORS Service code 34 4400 SILAS CREEK PKWY, SUITE 103 · WINSTON-SALEM, NC 27104 | Valuation (appraisals, etc.) | $9,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,052 | $85,766-41.6% | $136,298-63.3% | $70,126-28.6% |
| Participation rate | 89.2% | 74.2%+15.0pp | 81.9%+7.2pp | 69.5%+19.6pp |
| Annual return | 2.64% | 31.46%-28.8pp | 5156.27%-5153.6pp | 73.15%-70.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $372 | $5,421-93.1% | $9,244-96.0% | $4,645-92.0% |