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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 15 · EIN 13-4238973 | Recordkeeping | $230,989 |
IMEG CORP2+ years Service code 14 · EIN 47-5145628 | Plan Administrator | $65,523 |
HK FINANCIAL SERVICES1 year Filed as: HONKAMP, P.C. Service code 10 · EIN 42-0946155 | Accounting | $39,140 |
ONE DEGREE ADVISORS2+ years Service code 28 · EIN 55-5888999 | Investment Management | $26,713 |
PRUDENT STREET FIN ADV LLC2+ years Filed as: PRUDENT FIDUCIARY SERVICES Service code 21 · EIN 82-1818132 | Bank Trustee | $12,000 |
SIMON FINANCIAL2+ years Service code 34 · EIN 73-1703929 | Direct payment from the plan; Valuati... | $8,059 |
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 | $97,396 | $107,415-9.3% | $135,998-28.4% | $80,187+21.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 10.35% | 91.99%-81.6pp | 68.37%-58.0pp | 40.40%-30.0pp |
| Employer contribution / active EE | $6,170 | $3,878+59.1% | $4,860+27.0% | $2,980+107.1% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $145 | $127+14.2% | $10,769-98.7% | $1450% |