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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 | $27,927 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS, PLLC Service code 10 · EIN 57-0381582 | Accounting | $16,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,739 | $98,776-84.1% | $149,745-89.5% | $79,856-80.3% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.7pp |
| Annual return | -1.79% | 27.38%-29.2pp | 276.72%-278.5pp | 31.71%-33.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $961 | $6,053-84.1% | $9,312-89.7% | $5,306-81.9% |