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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 15 · EIN 13-4238973 | Recordkeeping | $148,934 |
IMEG CORP4+ years Service code 14 · EIN 47-5145628 | Plan Administrator | $54,651 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $27,038 |
SIMON FINANCIAL4+ years Service code 34 · EIN 73-1703929 | Valuation (appraisals, etc.); Direct ... | $8,639 |
ONE DEGREE ADVISORS4+ years Service code 28 · EIN 55-5888999 | Investment Management | $6,256 |
PRUDENT FIDUCIARY SERVICES, LLC4+ 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 | $114,370 | $161,888-29.4% | $147,318-22.4% | $100,573+13.7% |
| Participation rate | 99.9% | 78.1%+21.7pp | 82.1%+17.8pp | 70.9%+28.9pp |
| Annual return | 19.09% | 22.84%-3.7pp | 70.43%-51.3pp | 18.89%+0.2pp |
| Employer contribution / active EE | $6,669 | $5,949+12.1% | $4,593+45.2% | $3,763+77.2% |
| Participant deferral / active EE | $0 | $9,384-100.0% | $7,906-100.0% | $4,921-100.0% |
| Admin fee / account holder | $75 | $198-62.2% | $13,708-99.5% | $454-83.5% |