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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRINITY ADVISORS Service code 27 · EIN 20-4554635 | Advisory (Plan) | $56,552 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,979 |
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 | $143,301 | $58,888+143.3% | $178,499-19.7% | $73,493+95.0% |
| Participation rate | 98.6% | 66.2%+32.4pp | 81.9%+16.7pp | 70.7%+28.0pp |
| Annual return | 16.12% | 24.86%-8.7pp | 151.10%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,937 | $2,236+76.1% | $5,011-21.4% | $2,270+73.4% |
| Participant deferral / active EE | $5,837 | $2,568+127.3% | $5,202+12.2% | $3,740+56.1% |
| Admin fee / account holder | $362 | $400-9.6% | $13,986-97.4% | $513-29.5% |