Filed February 12, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $1,500 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $930 |
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $524 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 P.O. BOX 99067 · HARTFORD, CT 06199 | Advisory (Participants) | $524 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,710 | $66,302-67.3% | $110,243-80.3% | $56,287-61.4% |
| Participation rate | 94.1% | 74.9%+19.1pp | 79.8%+14.2pp | 69.9%+24.2pp |
| Annual return | -4.76% | -1.18%-3.6pp | 314.76%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $224 | $2,047-89.0% | $3,827-94.1% | $2,111-89.4% |
| Participant deferral / active EE | $2,753 | $3,381-18.6% | $4,672-41.1% | $3,350-17.8% |
| Admin fee / account holder | $76 | $698-89.2% | $8,548-99.1% | $521-85.5% |