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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRINITY ADVISORS Service code 27 · EIN 20-4554635 | Advisory (Plan) | $50,000 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,610 | $65,092+111.4% | $143,799-4.3% | $66,938+105.6% |
| Participation rate | 94.4% | 65.2%+29.2pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -15.99% | -11.14%-4.9pp | -0.04%-15.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,055 | $2,362+71.7% | $4,952-18.1% | $2,545+59.3% |
| Participant deferral / active EE | $6,288 | $2,920+115.3% | $5,638+11.5% | $4,238+48.4% |
| Admin fee / account holder | $324 | $502-35.4% | $14,677-97.8% | $594-45.3% |