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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD. · ST. LOUIS, MO 63131 | Advisory (Plan) | $12,700 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $9,921 |
TRINITY PENSION CONSULTANTS8 years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 49 · EIN 20-4548831 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Other Services | $6,993 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 | Other Services | $6,179 |
MORNINGSTAR4 years Service code 49 | Other Services | $1,103 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,049 | $50,812+94.9% | $155,602-36.3% | $77,692+27.5% |
| Participation rate | 73.8% | 63.1%+10.7pp | 78.2%-4.4pp | 70.6%+3.2pp |
| Annual return | 16.85% | 34.85%-18.0pp | 64.81%-48.0pp | 31.25%-14.4pp |
| Employer contribution / active EE | $2,266 | $1,989+13.9% | $4,675-51.5% | $2,726-16.9% |
| Participant deferral / active EE | $4,537 | $2,822+60.7% | $5,629-19.4% | $4,648-2.4% |
| Admin fee / account holder | $113 | $436-74.2% | $15,923-99.3% | $431-73.9% |