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 |
|---|---|---|
TRINITY PENSION GROUP, LLC2 years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $2,700 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $2,085 |
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.
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 | $24,778 | $83,485-70.3% | $125,180-80.2% | $72,983-66.0% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 19.05% | 25.78%-6.7pp | 43.79%-24.7pp | 81.01%-62.0pp |
| Employer contribution / active EE | $280 | $2,346-88.0% | $3,866-92.7% | $2,440-88.5% |
| Participant deferral / active EE | $3,122 | $3,586-12.9% | $4,937-36.8% | $3,608-13.5% |
| Admin fee / account holder | $12 | $5,518-99.8% | $9,703-99.9% | $5,124-99.8% |