Filed November 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-8075599 12681 CREEKSIDE LANE · FORT MYERS, FL 33919 | Investment Management | $81,440 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $47,992 |
SHAREHOLDER STRATEGIES, INC.2 years Filed as: SHAREHOLDER STRATEGIES Service code 34 PO BOX 158 · CHARLOTTESVILLE, VA 22902 | Valuation (appraisals, etc.) | $10,782 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,646 | $66,601-19.5% | $92,893-42.2% | $67,579-20.6% |
| Participation rate | 99.8% | 72.5%+27.3pp | 76.0%+23.8pp | 71.3%+28.6pp |
| Annual return | 8.03% | 92.58%-84.5pp | 109.41%-101.4pp | 378.56%-370.5pp |
| Employer contribution / active EE | $6,013 | $2,775+116.7% | $3,653+64.6% | $2,148+180.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $174 | $199-12.7% | $5,794-97.0% | $142+22.0% |