Filed September 16, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 1111 SUPERIOR AVE E STE 1601 · CLEVELAND, OH 441142522 | Other Commissions | $8,564 |
TRINITY PENSION CONSULTANTS2+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Contract Administrator | $3,600 |
APPLE GROWTH PARTNERS1+ years Service code 10 · EIN 34-1082617 1540 WEST MARKET ST. · AKRON, OH 44313 | Accounting | $2,438 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,374 | $80,177-54.6% | $123,894-70.6% | $57,658-36.9% |
| Participation rate | 22.9% | 74.4%-51.5pp | 81.4%-58.5pp | 70.2%-47.3pp |
| Annual return | 6.21% | 17.90%-11.7pp | 47.52%-41.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $56 | $2,913-98.1% | $4,617-98.8% | $1,974-97.2% |
| Participant deferral / active EE | $640 | $5,130-87.5% | $5,984-89.3% | $3,061-79.1% |
| Admin fee / account holder | $25 | $106-76.6% | $8,357-99.7% | $95-73.7% |