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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $64,755 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,302 | $88,324-91.7% | $115,038-93.7% | $55,191-86.8% |
| Participation rate | 99.1% | 72.5%+26.6pp | 81.4%+17.8pp | 69.2%+30.0pp |
| Annual return | 38.92% | 6.30%+32.6pp | 26.14%+12.8pp | 10.78%+28.1pp |
| Employer contribution / active EE | $613 | $2,805-78.1% | $4,608-86.7% | $1,899-67.7% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $67 | $105-36.1% | $8,175-99.2% | $91-25.8% |