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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 | $51,169+195.6% | $108,753+39.1% | $65,191+132.0% |
| Participation rate | 93.9% | 47.1%+46.8pp | 71.1%+22.8pp | 63.0%+30.9pp |
| Annual return | 16.13% | 15.72%+0.4pp | 37.47%-21.3pp | 51.24%-35.1pp |
| Employer contribution / active EE | $2,149 | $1,535+40.0% | $2,427-11.4% | $2,400-10.4% |
| Participant deferral / active EE | $0 | $1,765-100.0% | $4,115-100.0% | $2,671-100.0% |
| Admin fee / account holder | $15 | $1,722-99.2% | $10,320-99.9% | $907-98.4% |