Filed September 28, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $22,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $42,367-100.0% | $79,580-100.0% | $64,819-100.0% |
| Participation rate | 0.0% | 64.7%-64.7pp | 69.5%-69.5pp | 71.5%-71.5pp |
| Annual return | -0.55% | -12.23%+11.7pp | 0.15%-0.7pp | 32.84%-33.4pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,835-100.0% | $188-100.0% |