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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1314502 1101 W LAKE ST · CHICAGO, IL 60607 | Advisory (Plan) | $18,321 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $17,502 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,641 | $80,753-48.4% | $136,298-69.4% | $62,293-33.2% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 19.77% | 35.83%-16.1pp | 5156.27%-5136.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,535 | $2,884-12.1% | $4,696-46.0% | $2,042+24.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $220 | $525-58.1% | $9,244-97.6% | $479-54.1% |