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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $28,101 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,543 | $96,458-90.1% | $136,298-93.0% | $77,958-87.8% |
| Participation rate | 99.2% | 75.4%+23.8pp | 81.9%+17.2pp | 71.6%+27.5pp |
| Annual return | 24.41% | 23.78%+0.6pp | 5156.27%-5131.9pp | 20.87%+3.5pp |
| Employer contribution / active EE | $468 | $3,144-85.1% | $4,696-90.0% | $2,310-79.8% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $22 | $80-73.1% | $9,244-99.8% | $97-77.8% |