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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION GROUP, LLC2+ years Filed as: TRINITY PENSION GROUP LLC Service code 13 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $6,400 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH MANANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $894 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 3737 GLENWOOD AVE · RALEIGH, NC 276125515 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,020 | $42,546+8.2% | $71,796-35.9% | $55,167-16.6% |
| Participation rate | 39.6% | 59.1%-19.5pp | 69.1%-29.5pp | 69.0%-29.4pp |
| Annual return | 24.83% | 12.36%+12.5pp | 78.04%-53.2pp | 169.23%-144.4pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,273 | $2,064-38.3% | $2,794-54.4% | $3,054-58.3% |
| Admin fee / account holder | $77 | $650-88.1% | $4,815-98.4% | $504-84.7% |