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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $8,938 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,867 |
TRINITY PENSION GROUP, LLC5 years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $6,898 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,592 |
TRINITY PENSION GROUP, LLC5 years Service code 13 | Contract Administrator | $1,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,597 | $56,134-29.5% | $96,161-58.8% | $85,856-53.9% |
| Participation rate | 47.7% | 56.7%-9.0pp | 68.4%-20.8pp | 69.3%-21.6pp |
| Annual return | 13.44% | 42.30%-28.9pp | 192.01%-178.6pp | 318.58%-305.1pp |
| Employer contribution / active EE | $374 | $1,620-76.9% | $2,798-86.6% | $2,565-85.4% |
| Participant deferral / active EE | $2,127 | $2,858-25.6% | $4,349-51.1% | $3,952-46.2% |
| Admin fee / account holder | $493 | $3,769-86.9% | $5,538-91.1% | $6,261-92.1% |