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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION GROUP, LLC3 years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $6,914 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,408 |
TRINITY PENSION GROUP, LLC3 years Service code 13 | Contract Administrator | $1,373 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,115 | $48,046-33.2% | $84,611-62.0% | $72,985-56.0% |
| Participation rate | 37.5% | 57.6%-20.1pp | 68.2%-30.7pp | 69.5%-32.0pp |
| Annual return | 19.05% | 37.38%-18.3pp | 258.74%-239.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $294 | $1,602-81.7% | $2,652-88.9% | $2,440-88.0% |
| Participant deferral / active EE | $1,516 | $2,680-43.5% | $3,899-61.1% | $3,607-58.0% |
| Admin fee / account holder | $5 | $3,395-99.9% | $4,912-99.9% | $5,124-99.9% |