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| Provider | Service type | Compensation |
|---|---|---|
TRILOGY CAPITAL INC5 years Filed as: TRILOGY FINANCIAL Service code 51 400 TRADE CENTER · WOBURN, MA 01801 | Investment Mgmt Fees | $29,554 |
Service code 13 · EIN 16-1503696 | Contract Administrator | $24,239 |
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.)
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 | $63,049 | $58,888+7.1% | $178,498-64.7% | $73,493-14.2% |
| Participation rate | 55.6% | 66.2%-10.7pp | 81.9%-26.4pp | 70.7%-15.1pp |
| Annual return | 16.47% | 24.86%-8.4pp | 151.09%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,138 | $2,236-49.1% | $5,011-77.3% | $2,270-49.9% |
| Participant deferral / active EE | $3,014 | $2,568+17.4% | $5,202-42.1% | $3,740-19.4% |
| Admin fee / account holder | $472 | $400+17.9% | $13,985-96.6% | $513-8.0% |