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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCIAL STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN RD. · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $21,439 |
Service code 24 · EIN 82-1818132 100 N. BARRANCA ST. · WEST COVINA, CA 91791 | Discretionary Trustee | $13,111 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT VALUATIONS, INC. Service code 34 23 CORPORATE PLAZA DR. · NEWPORT BEACH, CA 92660 | Valuation (appraisals, etc.) | $12,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,524 | $91,407-33.8% | $135,903-55.5% | $71,457-15.3% |
| Participation rate | 99.0% | 75.7%+23.4pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 4.29% | 29.90%-25.6pp | 68.23%-63.9pp | 28.85%-24.6pp |
| Employer contribution / active EE | $1,551 | $3,703-58.1% | $4,856-68.1% | $2,588-40.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $351 | $1,266-72.3% | $10,762-96.7% | $1,587-77.9% |