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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 14 · EIN 13-4238973 | Plan Administrator | $89,455 |
EPSTEIN4 years Service code 34 · EIN 36-3480343 | Valuation (appraisals, etc.) | $8,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,997 | $110,282-6.6% | $102,423+0.6% | $199,921-48.5% |
| Participation rate | 54.9% | 86.3%-31.3pp | 76.5%-21.6pp | 72.0%-17.1pp |
| Annual return | -10.52% | 35.75%-46.3pp | 29.42%-39.9pp | 34.28%-44.8pp |
| Employer contribution / active EE | $0 | $3,603-100.0% | $3,023-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,054-100.0% | $5,089-100.0% |
| Admin fee / account holder | $72 | $122-41.4% | $9,455-99.2% | $269-73.4% |