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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRINITY ADVISORS Service code 27 · EIN 20-4554635 | Advisory (Plan) | $57,276 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,531 |
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 | $109,471 | $52,961+106.7% | $172,752-36.6% | $65,185+67.9% |
| Participation rate | 98.8% | 66.2%+32.6pp | 82.6%+16.1pp | 70.2%+28.6pp |
| Annual return | 22.65% | 30.12%-7.5pp | 802.97%-780.3pp | 29.38%-6.7pp |
| Employer contribution / active EE | $3,823 | $2,190+74.6% | $5,144-25.7% | $2,177+75.6% |
| Participant deferral / active EE | $5,127 | $2,471+107.5% | $5,198-1.4% | $3,514+45.9% |
| Admin fee / account holder | $308 | $472-34.6% | $13,955-97.8% | $847-63.6% |