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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 14 · EIN 13-4238973 | Plan Administrator | $45,105 |
EPSTEIN2 years Service code 34 · EIN 36-3480343 | Valuation (appraisals, etc.) | $3,806 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,892 | $130,052-24.0% | $86,717+14.0% | $77,906+26.9% |
| Participation rate | 88.9% | 85.9%+2.9pp | 76.6%+12.3pp | 73.7%+15.2pp |
| Annual return | 2.77% | -12.73%+15.5pp | 35.97%-33.2pp | 12.16%-9.4pp |
| Employer contribution / active EE | $2,151 | $3,214-33.1% | $2,837-24.2% | $2,846-24.4% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $22 | $132-82.9% | $7,494-99.7% | $133-83.0% |