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 | $30,691 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,710 | $88,515-39.3% | $162,177-66.9% | $67,579-20.5% |
| Participation rate | 93.2% | 86.8%+6.4pp | 87.6%+5.6pp | 71.3%+21.9pp |
| Annual return | 17.85% | 27.04%-9.2pp | 115.60%-97.8pp | 378.56%-360.7pp |
| Employer contribution / active EE | $3,087 | $3,563-13.4% | $5,613-45.0% | $2,148+43.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $93 | $124-24.6% | $10,843-99.1% | $142-34.4% |