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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 | $49,906 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 1201 PEACHTREE ST. NW 14TH FL · ATLANTA, GA 30309 | Legal | $47,487 |
KROLL1 year Filed as: KROLL, LLC Service code 29 167 N. GREEN ST. · CHICAGO, IL 60607 | Legal | $26,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,707 | $89,465-46.7% | $165,100-71.1% | $77,762-38.6% |
| Participation rate | 99.3% | 78.6%+20.7pp | 78.6%+20.7pp | 70.6%+28.7pp |
| Annual return | 26.33% | 28.86%-2.5pp | 70.21%-43.9pp | 31.27%-4.9pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,348-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $245 | $340-28.0% | $12,696-98.1% | $433-43.5% |