Filed August 27, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FAITH FINANCIAL ADVISORS, INC.3+ years Service code 27 · EIN 46-2912694 | Advisory (Plan) | $50,000 |
Filed as: TRINITY PENSION CONSULTANTS INC. Service code 15 · EIN 20-4548831 | Recordkeeping | $8,799 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,003 |
TRINITY PENSION CONSULTANTS3+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 | Recordkeeping | $1,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,699 | $53,925+12.6% | $75,501-19.6% | $69,631-12.8% |
| Participation rate | 60.5% | 71.2%-10.7pp | 72.4%-11.8pp | 70.7%-10.2pp |
| Annual return | 14.96% | 17.84%-2.9pp | 27.35%-12.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,618 | $1,802-10.2% | $2,352-31.2% | $2,032-20.4% |
| Participant deferral / active EE | $2,176 | $2,569-15.3% | $3,142-30.8% | $3,224-32.5% |
| Admin fee / account holder | $127 | $97+30.3% | $5,801-97.8% | $110+14.6% |