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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION GROUP, LLC7 years Filed as: TRINITY PENSION GROUP LLC Service code 13 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $28,128 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $21,767 |
CHARLES W. SNADER, P.C.10+ years Filed as: CHARLES W SNADER PC Service code 99 · EIN 54-1873714 131 HANBURY RD STE C · CHESAPEAKE, VA 23322 | Other Fees | $7,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,705 | $66,009-3.5% | $81,780-22.1% | $77,692-18.0% |
| Participation rate | 97.7% | 65.8%+31.9pp | 72.4%+25.3pp | 70.6%+27.1pp |
| Annual return | 14.75% | 26.66%-11.9pp | 776.27%-761.5pp | 31.25%-16.5pp |
| Employer contribution / active EE | $5,365 | $2,374+126.0% | $2,914+84.1% | $2,726+96.8% |
| Participant deferral / active EE | $6,556 | $3,510+86.8% | $4,321+51.7% | $4,648+41.0% |
| Admin fee / account holder | $141 | $527-73.3% | $7,384-98.1% | $431-67.3% |