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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 15 · EIN 13-4238973 | Recordkeeping | $151,353 |
IMEG CORP3+ years Service code 14 · EIN 47-5145628 | Plan Administrator | $51,651 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $26,442 |
ONE DEGREE ADVISORS3+ years Service code 28 · EIN 55-5888999 | Investment Management | $17,761 |
SIMON FINANCIAL3+ years Service code 34 · EIN 73-1703929 | Direct payment from the plan; Valuati... | $8,205 |
PRUDENT STREET FIN ADV LLC3+ years Filed as: PRUDENT FIDUCIARY SERVICES Service code 21 · EIN 82-1818132 | Bank Trustee | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,684 | $122,219-16.0% | $147,096-30.2% | $199,921-48.6% |
| Participation rate | 99.6% | 78.3%+21.4pp | 82.2%+17.5pp | 72.0%+27.6pp |
| Annual return | 20.93% | 30.59%-9.7pp | 419.75%-398.8pp | 34.28%-13.3pp |
| Employer contribution / active EE | $6,229 | $4,096+52.1% | $4,936+26.2% | $3,035+105.2% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $86 | $179-52.1% | $13,005-99.3% | $269-68.1% |