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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $9,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,549 | $79,003+13.3% | $100,398-10.8% | $74,400+20.4% |
| Participation rate | 94.7% | 79.5%+15.2pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 15.06% | 20.62%-5.6pp | 49.32%-34.3pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $3,399 | $3,015+12.7% | $3,946-13.9% | $2,624+29.5% |
| Participant deferral / active EE | $7,831 | $7,752+1.0% | $8,084-3.1% | $4,348+80.1% |
| Admin fee / account holder | $429 | $1,331-67.8% | $7,893-94.6% | $1,944-77.9% |