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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $6,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,425 | $50,956+150.1% | $96,572+31.9% | $86,821+46.8% |
| Participation rate | 93.1% | 65.2%+27.9pp | 69.8%+23.3pp | 72.3%+20.8pp |
| Annual return | 16.41% | 21.27%-4.9pp | 37.79%-21.4pp | 97.94%-81.5pp |
| Employer contribution / active EE | $7,668 | $1,111+590.3% | $2,357+225.3% | $2,406+218.7% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,850-100.0% | $4,132-100.0% |
| Admin fee / account holder | $8 | $166-95.1% | $6,183-99.9% | $170-95.2% |