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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $34,323 |
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 | $8,438 | $80,177-89.5% | $123,894-93.2% | $57,658-85.4% |
| Participation rate | 99.2% | 74.4%+24.7pp | 81.4%+17.8pp | 70.2%+29.0pp |
| Annual return | 29.13% | 17.90%+11.2pp | 47.52%-18.4pp | 5.13%+24.0pp |
| Employer contribution / active EE | $764 | $2,913-73.8% | $4,617-83.5% | $1,974-61.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $30 | $106-71.9% | $8,357-99.6% | $95-68.4% |