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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 62 · EIN 13-4238973 | Float revenue | $26,420 |
GBQ PARTNERS9 years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $19,000 |
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 | $130,737 | $45,109+189.8% | $85,240+53.4% | $77,762+68.1% |
| Participation rate | 98.3% | 48.7%+49.6pp | 67.5%+30.7pp | 70.6%+27.7pp |
| Annual return | 10.80% | 79.55%-68.8pp | 66.75%-56.0pp | 31.27%-20.5pp |
| Employer contribution / active EE | $13,841 | $1,602+764.2% | $2,735+406.0% | $2,728+407.4% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $151 | $915-83.5% | $6,165-97.6% | $433-65.2% |