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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 | $13,195 |
KRIEG DEVAULT LLP1 year Service code 29 · EIN 35-1055087 PO BOX 21688 · OKLAHOMA CITY, OK 73156 | Legal | $7,996 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,095 | $98,982-59.5% | $162,171-75.3% | $65,185-38.5% |
| Participation rate | 98.4% | 85.8%+12.7pp | 87.6%+10.9pp | 70.2%+28.2pp |
| Annual return | 15.50% | 24.84%-9.3pp | 115.60%-100.1pp | 29.38%-13.9pp |
| Employer contribution / active EE | $3,125 | $3,467-9.9% | $5,613-44.3% | $2,177+43.6% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $184 | $596-69.2% | $10,843-98.3% | $847-78.3% |