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| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 82-1818132 100 N. BARRANCA ST. · WEST COVINA, CA 91791 | Discretionary Trustee | $10,386 |
Filed as: TRANSITION FINANCIAL STRATEGIES LLC Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $9,643 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,541 | $105,198-37.7% | $159,455-58.9% | $85,856-23.7% |
| Participation rate | 97.6% | 75.8%+21.9pp | 82.8%+14.8pp | 69.3%+28.3pp |
| Annual return | 1.58% | 45.08%-43.5pp | 263.63%-262.0pp | 318.58%-317.0pp |
| Employer contribution / active EE | $3,529 | $3,319+6.3% | $4,830-26.9% | $2,565+37.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $208 | $6,934-97.0% | $10,800-98.1% | $6,261-96.7% |