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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 | $110,258-6.6% | $102,460+0.5% | $200,096-48.5% |
| Participation rate | 54.9% | 86.3%-31.4pp | 76.5%-21.6pp | 72.0%-17.1pp |
| Annual return | -10.52% | 35.78%-46.3pp | 29.47%-40.0pp | 34.26%-44.8pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $3,025-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $72 | $122-41.4% | $9,460-99.2% | $269-73.4% |