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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,809 |
DIVERSIFIED TRUST COMPANY3 years Service code 27 · EIN 62-1554452 | Advisory (Plan) | $6,415 |
TRINITY PENSION GROUP, LLC3 years Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $3,616 |
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 | $25,367 | $46,697-45.7% | $117,533-78.4% | $68,486-63.0% |
| Participation rate | 45.7% | 56.8%-11.0pp | 70.6%-24.9pp | 67.9%-22.1pp |
| Annual return | -19.29% | -14.52%-4.8pp | 29.77%-49.1pp | -7.85%-11.4pp |
| Employer contribution / active EE | $929 | $1,506-38.3% | $4,179-77.8% | $2,597-64.2% |
| Participant deferral / active EE | $1,796 | $2,637-31.9% | $4,072-55.9% | $4,028-55.4% |
| Admin fee / account holder | $200 | $4,023-95.0% | $5,647-96.5% | $5,404-96.3% |