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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $81,541 |
Filed as: TRINITY ADVISORS Service code 27 · EIN 20-4554635 | Advisory (Plan) | $47,665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $180,829 | $55,470+226.0% | $155,556+16.2% | $74,478+142.8% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 13.79% | 269.80%-256.0pp | 64.84%-51.0pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $4,534 | $2,267+100.0% | $4,675-3.0% | $2,626+72.7% |
| Participant deferral / active EE | $7,409 | $2,838+161.1% | $5,631+31.6% | $4,350+70.3% |
| Admin fee / account holder | $363 | $1,744-79.2% | $15,885-97.7% | $1,946-81.3% |