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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 | $22,116 |
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 | $57,131 | $77,817-26.6% | $123,553-53.8% | $64,173-11.0% |
| Participation rate | 88.3% | 74.7%+13.6pp | 82.3%+6.0pp | 69.6%+18.7pp |
| Annual return | 9.23% | 12.49%-3.3pp | 119.21%-110.0pp | 7.63%+1.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $223 | $5,519-96.0% | $9,284-97.6% | $4,887-95.4% |