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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION GROUP, LLC6 years Filed as: TRINITY PENSION GROUP LLC Service code 13 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $29,569 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,675 |
CHARLES W. SNADER, P.C.9+ years Filed as: CHARLES W SNADER PC Service code 99 · EIN 54-1873714 131 HANBURY RD STE C · CHESAPEAKE, VA 23322 | Other Fees | $7,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,408 | $52,188+11.9% | $86,617-32.6% | $74,440-21.5% |
| Participation rate | 95.7% | 66.3%+29.4pp | 71.7%+24.0pp | 70.7%+25.0pp |
| Annual return | 18.13% | 44.46%-26.3pp | 591.91%-573.8pp | 34.37%-16.2pp |
| Employer contribution / active EE | $5,081 | $2,282+122.7% | $3,023+68.1% | $2,638+92.6% |
| Participant deferral / active EE | $6,109 | $3,383+80.6% | $4,437+37.7% | $4,529+34.9% |
| Admin fee / account holder | $103 | $319-67.5% | $5,613-98.2% | $348-70.3% |