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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 | $106,247-39.5% | $147,096-56.3% | $77,714-17.3% |
| Participation rate | 86.3% | 78.4%+8.0pp | 82.2%+4.2pp | 70.6%+15.8pp |
| Annual return | 23.74% | 56.87%-33.1pp | 419.75%-396.0pp | 31.26%-7.5pp |
| Employer contribution / active EE | $6,254 | $4,069+53.7% | $4,936+26.7% | $2,727+129.3% |
| Participant deferral / active EE | $7,277 | $7,996-9.0% | $8,071-9.8% | $4,649+56.5% |
| Admin fee / account holder | $80 | $338-76.4% | $13,005-99.4% | $433-81.6% |