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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 15 154 HANSEN RD STE 102 · CHARLOTTE, NC 22911 | Recordkeeping | $19,097 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILEY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $17,850 |
PENCHECKS1 year Service code 49 8580 LA MESA BLVD · LA MESA, CA 91942 | Other Services | $11,250 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 21 801 WARRENVILLE · LISLE, IL 60532 | Bank Trustee | $10,000 |
Filed as: LEVENFELD PEARLSTEIN LLC Service code 29 120 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Legal | $5,213 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $165,584-100.0% | $142,942-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 80.1%-80.1pp | 76.8%-76.8pp | 80.0%-80.0pp |
| Annual return | -37.24% | 164.22%-201.5pp | 113.70%-150.9pp | 220.34%-257.6pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |