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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,161 | $116,081-59.4% | $156,181-69.8% | $79,634-40.8% |
| Participation rate | 99.2% | 75.6%+23.7pp | 78.8%+20.4pp | 62.5%+36.7pp |
| Annual return | 2.00% | 15.89%-13.9pp | 64.87%-62.9pp | 36.46%-34.5pp |
| Employer contribution / active EE | $0 | $2,828-100.0% | $4,294-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $19 | $854-97.8% | $14,586-99.9% | $1,002-98.1% |