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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 14 · EIN 13-4238973 | Plan Administrator | $52,049 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,419 | $176,471-31.2% | $95,968+26.5% | $90,274+34.5% |
| Participation rate | 88.5% | 86.6%+2.0pp | 77.1%+11.4pp | 73.4%+15.2pp |
| Annual return | 39.13% | 20.15%+19.0pp | 91.65%-52.5pp | 53.97%-14.8pp |
| Employer contribution / active EE | $2,895 | $2,783+4.0% | $2,542+13.9% | $2,523+14.7% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $39 | $154-74.4% | $6,798-99.4% | $114-65.4% |