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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,257 | $56,047+169.9% | $98,716+53.2% | $79,634+89.9% |
| Participation rate | 93.9% | 54.6%+39.3pp | 69.3%+24.6pp | 62.5%+31.4pp |
| Annual return | 16.13% | 17.58%-1.4pp | 31.81%-15.7pp | 36.46%-20.3pp |
| Employer contribution / active EE | $2,149 | $1,237+73.7% | $2,279-5.7% | $2,529-15.0% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $15 | $1,512-99.0% | $8,703-99.8% | $1,002-98.5% |