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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $27,299 |
Filed as: FIDUCIARY SERVICES Service code 21 369-B THIRD STREET · SAN RAFAEL, CA 949013581 | Bank Trustee | $17,468 |
Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.); Direct ... | $7,046 |
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 | $60,095 | $89,652-33.0% | $141,197-57.4% | $65,186-7.8% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 22.84% | 32.79%-10.0pp | 71.41%-48.6pp | 29.39%-6.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $236 | $569-58.6% | $10,265-97.7% | $847-72.2% |