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| Provider | Service type | Compensation |
|---|---|---|
TRILOGY CAPITAL INC3 years Filed as: TRILOGY FINANCIAL Service code 51 400 TRADE CENTER · WOBURN, MA 01801 | Investment Mgmt Fees | $23,510 |
Service code 13 · EIN 16-1503696 | Contract Administrator | $20,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,583 | $47,977-9.2% | $154,111-71.7% | $56,287-22.6% |
| Participation rate | 53.8% | 66.2%-12.3pp | 83.0%-29.2pp | 69.9%-16.0pp |
| Annual return | -6.38% | 3.54%-9.9pp | 735.18%-741.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,030 | $2,169-52.5% | $5,298-80.6% | $2,111-51.2% |
| Participant deferral / active EE | $2,517 | $2,392+5.3% | $5,081-50.4% | $3,350-24.8% |
| Admin fee / account holder | $438 | $4380% | $13,411-96.7% | $521-15.9% |