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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 | $69,255+118.4% | $133,346+13.4% | $69,255+118.4% |
| Participation rate | 93.9% | 69.0%+24.9pp | 72.8%+21.0pp | 69.0%+24.9pp |
| Annual return | 16.13% | 26.73%-10.6pp | 36.85%-20.7pp | 26.73%-10.6pp |
| Employer contribution / active EE | $2,149 | $2,645-18.7% | $2,853-24.7% | $2,645-18.7% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,332-100.0% | $2,890-100.0% |
| Admin fee / account holder | $15 | $733-98.0% | $14,264-99.9% | $733-98.0% |