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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $14,657 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,748 | $122,042-62.5% | $184,260-75.2% | $74,459-38.6% |
| Participation rate | 97.7% | 85.5%+12.2pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | -4.99% | 19.91%-24.9pp | 28.84%-33.8pp | 1369.70%-1374.7pp |
| Employer contribution / active EE | $2,727 | $4,537-39.9% | $6,427-57.6% | $2,626+3.9% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $93 | $1,252-92.6% | $13,898-99.3% | $1,945-95.2% |