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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 13 · EIN 23-1945930 | Contract Administrator | $32,874 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Actuarial | $2,970 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,231 | $106,264-39.6% | $147,117-56.3% | $77,762-17.4% |
| Participation rate | 86.3% | 78.4%+7.9pp | 82.2%+4.2pp | 70.6%+15.8pp |
| Annual return | 23.74% | 56.94%-33.2pp | 420.54%-396.8pp | 31.27%-7.5pp |
| Employer contribution / active EE | $6,254 | $4,074+53.5% | $4,932+26.8% | $2,728+129.2% |
| Participant deferral / active EE | $7,277 | $8,003-9.1% | $8,065-9.8% | $4,651+56.5% |
| Admin fee / account holder | $80 | $334-76.1% | $12,993-99.4% | $433-81.6% |