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 | $19,581 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,029 | $86,897-32.1% | $151,611-61.1% | $64,808-8.9% |
| Participation rate | 90.5% | 87.3%+3.3pp | 87.5%+3.0pp | 71.5%+19.1pp |
| Annual return | 14.75% | -3.57%+18.3pp | 3.33%+11.4pp | 32.82%-18.1pp |
| Employer contribution / active EE | $3,684 | $4,010-8.1% | $6,166-40.2% | $2,506+47.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $54 | $153-64.4% | $11,616-99.5% | $188-71.0% |