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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,613 |
DIVERSIFIED TRUST COMPANY2 years Service code 27 · EIN 62-1554452 | Advisory (Plan) | $6,138 |
TRINITY PENSION GROUP, LLC2 years Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $5,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,960 | $58,726-52.4% | $142,898-80.4% | $85,847-67.4% |
| Participation rate | 63.5% | 58.5%+5.0pp | 72.0%-8.4pp | 69.3%-5.8pp |
| Annual return | 23.78% | 27.73%-4.0pp | 5639.64%-5615.9pp | 318.61%-294.8pp |
| Employer contribution / active EE | $999 | $1,424-29.8% | $4,146-75.9% | $2,565-61.1% |
| Participant deferral / active EE | $1,930 | $2,609-26.0% | $3,838-49.7% | $3,952-51.2% |
| Admin fee / account holder | $216 | $4,234-94.9% | $6,560-96.7% | $6,261-96.6% |