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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS INC. Service code 13 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Contract Administrator | $6,273 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,496 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,496 |
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 | $73,209 | $47,977+52.6% | $154,114-52.5% | $56,287+30.1% |
| Participation rate | 77.7% | 66.2%+11.5pp | 83.0%-5.3pp | 69.9%+7.9pp |
| Annual return | -6.58% | 3.54%-10.1pp | 735.16%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,344 | $2,169+8.1% | $5,298-55.8% | $2,111+11.0% |
| Participant deferral / active EE | $4,210 | $2,392+76.0% | $5,081-17.1% | $3,350+25.7% |
| Admin fee / account holder | $48 | $438-89.1% | $13,411-99.6% | $521-90.8% |