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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 · EIN 20-4548831 | Contract Administrator | $9,155 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,440 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,316 | $79,181+21.6% | $102,423-6.0% | $74,429+29.4% |
| Participation rate | 75.2% | 74.8%+0.5pp | 76.5%-1.3pp | 67.2%+8.0pp |
| Annual return | 11.13% | 54.97%-43.8pp | 29.42%-18.3pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,210 | $4,416-50.0% | $5,054-56.3% | $4,348-49.2% |
| Admin fee / account holder | $17 | $2,002-99.2% | $9,455-99.8% | $1,944-99.1% |