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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $16,520 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $14,442 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 | Contract Administrator | $4,821 |
TRINITY PENSION CONSULTANTS4 years Service code 13 2020 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $1,260 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,404 | $28,601+86.7% | $71,702-25.5% | $66,930-20.2% |
| Participation rate | 52.3% | 56.7%-4.3pp | 62.3%-10.0pp | 69.8%-17.5pp |
| Annual return | -18.66% | -10.90%-7.8pp | 9.14%-27.8pp | 1.57%-20.2pp |
| Employer contribution / active EE | $2,504 | $1,104+126.8% | $1,704+47.0% | $2,545-1.6% |
| Participant deferral / active EE | $3,457 | $1,912+80.8% | $2,658+30.0% | $4,238-18.4% |
| Admin fee / account holder | $357 | $506-29.6% | $3,974-91.0% | $593-39.9% |