Filed November 28, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8075599 12681 CREEKSIDE LANE · FORT MYERS, FL 33919 | Investment Management | $66,890 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $36,315 |
Filed as: HUGHES SNELL & CO, P.A. Service code 10 · EIN 59-2309183 1470 ROYAL PALM SQUARE BLVD · FORT MYERS, FL 33919 | Accounting | $15,900 |
Filed as: SHAREHOLDER STRATEGIES Service code 34 PO BOX 158 · CHARLOTTESVILLE, VA 22902 | Valuation (appraisals, etc.) | $10,442 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,793 | $56,443-8.2% | $83,830-38.2% | $55,725-7.1% |
| Participation rate | 99.8% | 72.0%+27.8pp | 76.1%+23.7pp | 70.9%+29.0pp |
| Annual return | 16.52% | 393.67%-377.1pp | 850.97%-834.5pp | 244.93%-228.4pp |
| Employer contribution / active EE | $5,330 | $2,682+98.8% | $3,631+46.8% | $2,078+156.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $176 | $156+12.8% | $5,479-96.8% | $115+53.1% |