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 Service code 13 · EIN 13-4238973 | Contract Administrator | $9,340 |
LPL FINANCIAL4 years Service code 28 · EIN 95-2834236 | Investment Management | $5,920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,257 | $50,192+201.4% | $108,359+39.6% | $64,728+133.7% |
| Participation rate | 93.9% | 41.8%+52.1pp | 70.1%+23.8pp | 57.9%+36.0pp |
| Annual return | 16.13% | 14.22%+1.9pp | 36.89%-20.8pp | 49.38%-33.2pp |
| Employer contribution / active EE | $2,149 | $1,117+92.4% | $2,399-10.4% | $2,243-4.2% |
| Participant deferral / active EE | $0 | $1,676-100.0% | $4,137-100.0% | $2,729-100.0% |
| Admin fee / account holder | $15 | $2,161-99.3% | $9,741-99.9% | $1,145-98.7% |