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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 | $79,089+13.2% | $100,392-10.8% | $74,459+20.3% |
| Participation rate | 94.7% | 79.4%+15.2pp | 81.5%+13.2pp | 67.2%+27.4pp |
| Annual return | 15.06% | 20.61%-5.6pp | 49.45%-34.4pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $3,399 | $3,015+12.7% | $3,941-13.8% | $2,626+29.4% |
| Participant deferral / active EE | $7,831 | $7,747+1.1% | $8,090-3.2% | $4,350+80.0% |
| Admin fee / account holder | $429 | $1,336-67.9% | $7,904-94.6% | $1,945-77.9% |