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| Provider | Service type | Compensation |
|---|---|---|
TRINITY INVESTMENT ADVISORS, LLC3+ years Service code 15 · EIN 20-4554635 | Recordkeeping | $59,228 |
THE VANGUARD GROUP, INC.3+ years Service code 99 | Other Fees | $0 |
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 | $110,155 | $55,453+98.6% | $170,435-35.4% | $62,293+76.8% |
| Participation rate | 98.5% | 66.4%+32.1pp | 83.6%+14.9pp | 69.5%+28.9pp |
| Annual return | 16.18% | 21.38%-5.2pp | 205.94%-189.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $3,998 | $2,164+84.8% | $5,432-26.4% | $2,042+95.8% |
| Participant deferral / active EE | $4,947 | $2,303+114.8% | $4,939+0.2% | $3,169+56.1% |
| Admin fee / account holder | $302 | $455-33.6% | $13,881-97.8% | $479-36.9% |