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| Provider | Service type | Compensation |
|---|---|---|
FIRST PREMIER BANK3 years Service code 21 6010 SOUTH MINNESOTA AVE · SIOUX FALLS, SD 571012640 | Bank Trustee | $43,094 |
Filed as: TRANSITION FINANCIAL STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD STE. 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $16,700 |
ACCLARO VALUATION ADVISORS3 years Service code 34 444 REGENCY PARKWAY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,257 | $73,988-37.5% | $96,538-52.1% | $75,177-38.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.02% | 26.73%-23.7pp | 35.74%-32.7pp | 160.75%-157.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $454 | $5,220-91.3% | $6,737-93.3% | $5,651-92.0% |