Filed December 28, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $129,095-63.6% | $184,185-74.5% | $77,692-39.6% |
| Participation rate | 92.0% | 87.3%+4.7pp | 86.8%+5.2pp | 70.6%+21.4pp |
| Annual return | 9.79% | 33.29%-23.5pp | 28.81%-19.0pp | 31.25%-21.5pp |
| Employer contribution / active EE | $3,472 | $4,410-21.3% | $6,426-46.0% | $2,726+27.4% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $100 | $256-60.9% | $13,909-99.3% | $431-76.8% |