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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 13 · EIN 23-1945930 | Contract Administrator | $12,148 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Actuarial | $1,170 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,502 | $84,487-23.7% | $125,339-48.5% | $66,914-3.6% |
| Participation rate | 74.6% | 76.4%-1.8pp | 82.4%-7.7pp | 69.8%+4.8pp |
| Annual return | -17.97% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $5,407 | $3,553+52.2% | $4,814+12.3% | $2,544+112.5% |
| Participant deferral / active EE | $6,821 | $6,781+0.6% | $7,446-8.4% | $4,237+61.0% |
| Admin fee / account holder | $66 | $685-90.3% | $10,010-99.3% | $593-88.8% |