Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,502 | $84,493-23.7% | $125,381-48.6% | $66,938-3.6% |
| Participation rate | 74.6% | 76.4%-1.8pp | 82.4%-7.8pp | 69.8%+4.8pp |
| Annual return | -17.97% | -8.49%-9.5pp | 572.31%-590.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $5,407 | $3,554+52.1% | $4,815+12.3% | $2,545+112.4% |
| Participant deferral / active EE | $6,821 | $6,783+0.5% | $7,448-8.4% | $4,238+60.9% |
| Admin fee / account holder | $66 | $685-90.3% | $10,007-99.3% | $594-88.8% |