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 | $12,153 |
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 | $42,694 | $100,272-57.4% | $170,043-74.9% | $74,460-42.7% |
| Participation rate | 94.3% | 87.4%+6.9pp | 87.0%+7.3pp | 70.7%+23.5pp |
| Annual return | -12.03% | 66.12%-78.1pp | 53.40%-65.4pp | 34.38%-46.4pp |
| Employer contribution / active EE | $2,349 | $4,266-44.9% | $6,790-65.4% | $2,638-11.0% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $32 | $235-86.2% | $12,824-99.7% | $348-90.7% |