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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,296 |
TRINITY PENSION CONSULTANTS5 years Filed as: TRINITY PENSION CONSULTANTS, INC Service code 13 · EIN 20-4548831 202 MONTROSE WESST AVE. #310 · COPLEY, OH 443212952 | Contract Administrator | $2,967 |
Service code 27 5868 E 71ST ST · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $652 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,020 | $69,774-58.4% | $67,575-57.1% | $74,459-61.0% |
| Participation rate | 37.4% | 71.4%-34.0pp | 72.9%-35.5pp | 67.2%-29.8pp |
| Annual return | 17.51% | -40.53%+58.0pp | 3528.98%-3511.5pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $908 | $2,710-66.5% | $2,736-66.8% | $2,626-65.4% |
| Participant deferral / active EE | $1,494 | $3,636-58.9% | $4,003-62.7% | $4,350-65.7% |
| Admin fee / account holder | $29 | $890-96.7% | $3,993-99.3% | $1,945-98.5% |