Filed October 27, 2003
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 | $6,983 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,824 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $90,054 | $48,570+85.4% | $130,660-31.1% | $72,976+23.4% |
| Participation rate | 93.6% | 58.6%+35.0pp | 71.7%+21.9pp | 69.5%+24.1pp |
| Annual return | 4.69% | 38.63%-33.9pp | 1709.29%-1704.6pp | 81.02%-76.3pp |
| Employer contribution / active EE | $12,621 | $1,334+846.1% | $4,092+208.4% | $2,440+417.3% |
| Participant deferral / active EE | $3,938 | $2,384+65.2% | $3,603+9.3% | $3,608+9.2% |
| Admin fee / account holder | $12 | $3,549-99.6% | $5,463-99.8% | $5,124-99.8% |