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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 14 · EIN 13-4238973 | Plan Administrator | $29,191 |
EPSTEIN1 year Service code 34 · EIN 36-3480343 | Valuation (appraisals, etc.) | $7,318 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,785 | $144,879-11.1% | $111,319+15.7% | $93,010+38.5% |
| Participation rate | 84.6% | 86.1%-1.5pp | 77.3%+7.3pp | 73.9%+10.7pp |
| Annual return | 30.68% | 18.11%+12.6pp | 54.68%-24.0pp | 158.70%-128.0pp |
| Employer contribution / active EE | $2,736 | $3,052-10.4% | $2,732+0.1% | $2,705+1.1% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $30 | $104-71.3% | $7,966-99.6% | $152-80.4% |