Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $40,566+214.3% | $96,754+31.8% | $64,728+97.0% |
| Participation rate | 99.3% | 24.8%+74.5pp | 70.3%+29.0pp | 57.9%+41.4pp |
| Annual return | 8.74% | 93.20%-84.5pp | 82.04%-73.3pp | 49.38%-40.6pp |
| Employer contribution / active EE | $12,969 | $808+1505.4% | $2,679+384.1% | $2,243+478.3% |
| Participant deferral / active EE | $0 | $933-100.0% | $4,758-100.0% | $2,729-100.0% |
| Admin fee / account holder | $143 | $2,770-94.9% | $8,905-98.4% | $1,145-87.5% |