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 | $21,558 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,904 | $111,608-59.8% | $177,821-74.7% | $73,409-38.8% |
| Participation rate | 96.9% | 87.9%+9.1pp | 87.7%+9.2pp | 72.2%+24.7pp |
| Annual return | -9.47% | 18.23%-27.7pp | 48.32%-57.8pp | 59.29%-68.8pp |
| Employer contribution / active EE | $2,703 | $3,796-28.8% | $5,918-54.3% | $2,234+21.0% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $65 | $166-61.0% | $12,427-99.5% | $158-59.1% |