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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION CONSULTANTS5 years Service code 49 · EIN 20-4548831 | Other Services | $7,219 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY NOVOTNY Service code 99 · EIN 33-3000333 | Other Fees | $2,878 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,138 | $88,360+20.1% | $145,433-27.0% | $67,986+56.1% |
| Participation rate | 89.0% | 65.5%+23.5pp | 82.1%+6.9pp | 57.2%+31.8pp |
| Annual return | 16.56% | 63.15%-46.6pp | 66.58%-50.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $1,911 | $3,054-37.4% | $4,554-58.0% | $2,019-5.3% |
| Participant deferral / active EE | $6,640 | $5,932+11.9% | $7,897-15.9% | $3,358+97.7% |
| Admin fee / account holder | $36 | $3,313-98.9% | $13,129-99.7% | $3,203-98.9% |