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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCIAL STRATEGIES,LLC Service code 64 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $9,573 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,161 | $108,549-56.6% | $156,263-69.8% | $85,563-44.9% |
| Participation rate | 99.2% | 77.1%+22.1pp | 78.9%+20.3pp | 66.0%+33.3pp |
| Annual return | 2.00% | 21.79%-19.8pp | 59.47%-57.5pp | 31.51%-29.5pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $19 | $650-97.1% | $14,255-99.9% | $834-97.8% |