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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 | $12,551 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,922 | $102,661-38.7% | $151,628-58.5% | $66,930-6.0% |
| Participation rate | 95.7% | 85.5%+10.1pp | 87.5%+8.2pp | 69.8%+25.8pp |
| Annual return | -2.72% | -10.81%+8.1pp | 3.34%-6.1pp | 1.57%-4.3pp |
| Employer contribution / active EE | $3,130 | $4,184-25.2% | $6,165-49.2% | $2,545+23.0% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $86 | $630-86.4% | $11,613-99.3% | $593-85.5% |