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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 49 · EIN 13-4071393 | Other Services | $11,773 |
D'AMORE TATMAN GROUP LLC5+ years Service code 10 · EIN 34-1904516 | Accounting | $9,750 |
TRINITY PENSION CONSULTANTS6+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $5,381 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250 |
TRINITY PENSION CONSULTANTS6+ years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 · EIN 20-4548831 | Contract Administrator | $0 |
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 | $211,774 | $63,861+231.6% | $104,614+102.4% | $79,858+165.2% |
| Participation rate | 29.6% | 64.9%-35.3pp | 74.1%-44.5pp | 69.6%-40.1pp |
| Annual return | 12.41% | 21.30%-8.9pp | 340.56%-328.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,453 | $1,588-8.5% | $2,681-45.8% | $2,471-41.2% |
| Participant deferral / active EE | $1,156 | $2,693-57.1% | $3,739-69.1% | $3,740-69.1% |
| Admin fee / account holder | $244 | $4,185-94.2% | $6,464-96.2% | $5,306-95.4% |