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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 13 · EIN 23-1945930 | Contract Administrator | $16,754 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Actuarial | $2,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,762 | $95,417-31.1% | $135,974-51.6% | $74,460-11.7% |
| Participation rate | 78.3% | 78.2%+0.1pp | 81.9%-3.6pp | 70.7%+7.6pp |
| Annual return | 29.58% | 32.76%-3.2pp | 68.30%-38.7pp | 34.38%-4.8pp |
| Employer contribution / active EE | $6,287 | $3,878+62.1% | $4,859+29.4% | $2,638+138.3% |
| Participant deferral / active EE | $7,543 | $7,789-3.2% | $7,760-2.8% | $4,530+66.5% |
| Admin fee / account holder | $60 | $266-77.3% | $10,767-99.4% | $348-82.6% |