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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 62 · EIN 13-4238973 | Float revenue | $26,900 |
GBQ PARTNERS10+ years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $20,000 |
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 | $127,512 | $38,967+227.2% | $86,233+47.9% | $79,634+60.1% |
| Participation rate | 99.3% | 34.1%+65.3pp | 69.0%+30.3pp | 62.5%+36.8pp |
| Annual return | 8.74% | 49.90%-41.2pp | 61.39%-52.6pp | 36.46%-27.7pp |
| Employer contribution / active EE | $12,969 | $868+1393.4% | $2,504+417.9% | $2,529+412.8% |
| Participant deferral / active EE | $0 | $1,663-100.0% | $4,559-100.0% | $3,835-100.0% |
| Admin fee / account holder | $143 | $2,660-94.6% | $8,342-98.3% | $1,002-85.8% |