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| Provider | Service type | Compensation |
|---|---|---|
TRINITY INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 20-4554635 | Advisory (Plan) | $53,641 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,929 |
THE VANGUARD GROUP, INC.4+ years Service code 99 | Other Fees | $0 |
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 | $98,922 | $47,977+106.2% | $154,111-35.8% | $56,287+75.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.83% | 3.54%-8.4pp | 735.18%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,196 | $2,169+93.5% | $5,298-20.8% | $2,111+98.8% |
| Participant deferral / active EE | $4,683 | $2,392+95.8% | $5,081-7.8% | $3,350+39.8% |
| Admin fee / account holder | $294 | $438-32.8% | $13,411-97.8% | $521-43.5% |