Filed August 8, 2006
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 LLC Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $78,867 |
THE BANK OF NEW YORK MELLON8 years Filed as: THE BANK ADVISORY GROUP LLC Service code 34 · EIN 26-0059945 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Valuation (appraisals, etc.) | $14,070 |
WHITLEY PENN LLP9+ years Service code 10 · EIN 75-2393478 1400 WEST 7TH ST STE 400 · FORT WORTH, TX 76102 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,616 | $129,227-60.1% | $184,260-72.0% | $77,736-33.6% |
| Participation rate | 92.2% | 87.4%+4.9pp | 86.8%+5.4pp | 70.6%+21.6pp |
| Annual return | 1.04% | 33.24%-32.2pp | 28.84%-27.8pp | 31.26%-30.2pp |
| Employer contribution / active EE | $381 | $4,412-91.4% | $6,427-94.1% | $2,728-86.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $139 | $256-45.8% | $13,898-99.0% | $433-68.0% |