Filed December 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $37,402 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,941 | $129,227-63.7% | $184,256-74.5% | $77,762-39.6% |
| Participation rate | 92.0% | 87.4%+4.7pp | 86.8%+5.2pp | 70.6%+21.4pp |
| Annual return | 9.79% | 33.24%-23.4pp | 28.85%-19.1pp | 31.27%-21.5pp |
| Employer contribution / active EE | $3,472 | $4,412-21.3% | $6,427-46.0% | $2,728+27.3% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $100 | $256-60.9% | $13,899-99.3% | $433-76.9% |