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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,512 |
PLANCHEC(K) CPAS LLC1 year Service code 10 501 MORRISON RD · COLUMBUS, OH 43230 | Accounting | $8,500 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $7,993 |
TRINITY PENSION CONSULTANTS3+ years Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 · EIN 20-4548831 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $5,950 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,331 | $65,437-52.1% | $86,698-63.9% | $66,949-53.2% |
| Participation rate | 69.5% | 75.5%-6.0pp | 76.6%-7.1pp | 69.8%-0.3pp |
| Annual return | -15.68% | -10.91%-4.8pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,194 | $2,154-44.6% | $2,837-57.9% | $2,545-53.1% |
| Participant deferral / active EE | $1,803 | $4,102-56.0% | $4,656-61.3% | $4,239-57.5% |
| Admin fee / account holder | $249 | $642-61.1% | $7,492-96.7% | $594-58.0% |