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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 14 · EIN 13-4238973 | Plan Administrator | $52,868 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,469 | $105,173-20.6% | $87,102-4.2% | $77,775+7.3% |
| Participation rate | 89.6% | 85.8%+3.8pp | 76.9%+12.7pp | 73.2%+16.4pp |
| Annual return | 18.63% | 24.52%-5.9pp | 28.19%-9.6pp | 32.58%-13.9pp |
| Employer contribution / active EE | $3,017 | $2,890+4.4% | $2,521+19.6% | $2,504+20.5% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $39 | $105-62.3% | $7,493-99.5% | $100-60.6% |