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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,321 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 | Recordkeeping | $8,446 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $115 |
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 | $33,252 | $101,672-67.3% | $147,117-77.4% | $74,478-55.4% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 27.13% | 8757.83%-8730.7pp | 420.54%-393.4pp | 1370.56%-1343.4pp |
| Employer contribution / active EE | $4,391 | $3,813+15.1% | $4,932-11.0% | $2,626+67.2% |
| Participant deferral / active EE | $8,577 | $7,305+17.4% | $8,065+6.4% | $4,350+97.2% |
| Admin fee / account holder | $158 | $1,753-91.0% | $12,993-98.8% | $1,946-91.9% |