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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $47,640 |
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $30,791 |
ARGENT FINANCIAL GROUP6+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $25,485 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,711 | $91,517-16.2% | $101,275-24.3% | $73,412+4.5% |
| Participation rate | 99.7% | 73.8%+26.0pp | 75.8%+23.9pp | 72.2%+27.6pp |
| Annual return | 55.30% | 17.17%+38.1pp | 46.48%+8.8pp | 59.30%-4.0pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $109 | $216-49.4% | $5,948-98.2% | $158-30.9% |