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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 10 · EIN 31-1214674 | Accounting | $9,953 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 · EIN 95-6817943 | Recordkeeping | $1,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,235 | $70,002-35.4% | $115,037-60.7% | $52,331-13.6% |
| Participation rate | 86.7% | 72.1%+14.6pp | 81.4%+5.3pp | 68.1%+18.6pp |
| Annual return | 1.73% | 4.04%-2.3pp | 26.14%-24.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $2,322 | $2,715-14.5% | $4,608-49.6% | $1,882+23.4% |
| Participant deferral / active EE | $4,355 | $4,920-11.5% | $6,026-27.7% | $3,022+44.1% |
| Admin fee / account holder | $63 | $566-88.9% | $8,175-99.2% | $592-89.4% |