Filed September 16, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION CONSULTANTS3+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE WEST AVE. · COPLEY, OH 44321 | Contract Administrator | $4,435 |
APPLE GROWTH PARTNERS2+ years Service code 10 · EIN 34-1082617 1540 WEST MARKET ST. · AKRON, OH 44313 | Accounting | $3,012 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $638 |
Service code 25 · EIN 34-1681006 | Directed Trustee | $248 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,248 | $155,795-72.2% | $136,297-68.3% | $69,631-37.9% |
| Participation rate | 23.6% | 75.2%-51.6pp | 81.9%-58.3pp | 70.7%-47.1pp |
| Annual return | 19.26% | 232464.33%-232445.1pp | 5156.19%-5136.9pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $61 | $2,991-98.0% | $4,696-98.7% | $2,032-97.0% |
| Participant deferral / active EE | $691 | $5,394-87.2% | $6,247-88.9% | $3,224-78.6% |
| Admin fee / account holder | $14 | $128-88.8% | $9,244-99.8% | $110-87.0% |