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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 62 · EIN 13-4238973 | Float revenue | $25,558 |
GBQ PARTNERS8 years Filed as: GBQ Service code 34 · EIN 20-2122189 | Valuation (appraisals, etc.) | $9,000 |
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 | $159,175 | $41,151+286.8% | $80,648+97.4% | $71,529+122.5% |
| Participation rate | 98.9% | 50.2%+48.6pp | 67.0%+31.9pp | 67.9%+31.0pp |
| Annual return | 5.78% | 38.49%-32.7pp | 937.21%-931.4pp | 28.97%-23.2pp |
| Employer contribution / active EE | $19,861 | $1,513+1212.5% | $2,724+629.2% | $2,590+666.9% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $169 | $1,842-90.8% | $5,382-96.9% | $1,588-89.4% |