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| Provider | Service type | Compensation |
|---|---|---|
TRINITY INVESTMENT ADVISORS, LLC2+ years Service code 14 · EIN 20-4554635 | Plan Administrator | $40,714 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $8,897 |
THE VANGUARD GROUP, INC.2+ years Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,683 | $46,732+100.5% | $156,551-40.2% | $55,167+69.8% |
| Participation rate | 99.2% | 65.8%+33.4pp | 84.0%+15.2pp | 69.0%+30.2pp |
| Annual return | 9.71% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,666 | $2,105+26.7% | $5,501-51.5% | $1,963+35.9% |
| Participant deferral / active EE | $4,880 | $2,204+121.4% | $4,871+0.2% | $3,054+59.8% |
| Admin fee / account holder | $253 | $418-39.5% | $13,028-98.1% | $504-49.8% |