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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION CONSULTANTS7 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Recordkeeping | $17,338 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,661 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,707 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,225 | $101,672-83.1% | $147,117-88.3% | $74,478-76.9% |
| Participation rate | 54.9% | 75.5%-20.7pp | 82.2%-27.3pp | 67.2%-12.4pp |
| Annual return | 12.83% | 8757.83%-8745.0pp | 420.54%-407.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $228 | $3,813-94.0% | $4,932-95.4% | $2,626-91.3% |
| Participant deferral / active EE | $1,445 | $7,305-80.2% | $8,065-82.1% | $4,350-66.8% |
| Admin fee / account holder | $264 | $1,753-85.0% | $12,993-98.0% | $1,946-86.4% |