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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 | $158,393-100.0% | $143,412-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 79.7%-79.7pp | 78.5%-78.5pp | 80.8%-80.8pp |
| Annual return | -37.24% | 324.22%-361.5pp | 256.99%-294.2pp | 148.84%-186.1pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |