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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 | $13,609 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,645 | $79,523-56.4% | $140,019-75.3% | $56,287-38.4% |
| Participation rate | 98.5% | 85.7%+12.8pp | 87.5%+11.0pp | 69.9%+28.6pp |
| Annual return | -1.49% | 2.39%-3.9pp | 651.15%-652.6pp | -9.96%+8.5pp |
| Employer contribution / active EE | $1,515 | $3,350-54.8% | $5,605-73.0% | $2,111-28.2% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $148 | $614-75.9% | $10,705-98.6% | $521-71.6% |