Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Contract Administrator | $5,090 |
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 | $63,299 | $55,453+14.1% | $170,435-62.9% | $62,293+1.6% |
| Participation rate | 80.6% | 66.4%+14.2pp | 83.6%-3.0pp | 69.5%+11.1pp |
| Annual return | 20.18% | 21.38%-1.2pp | 205.94%-185.8pp | 28.90%-8.7pp |
| Employer contribution / active EE | $2,404 | $2,164+11.1% | $5,432-55.8% | $2,042+17.7% |
| Participant deferral / active EE | $4,169 | $2,303+81.0% | $4,939-15.6% | $3,169+31.5% |
| Admin fee / account holder | $43 | $455-90.5% | $13,881-99.7% | $479-91.0% |