Filed October 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $117,342 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 | Recordkeeping | $58,065 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $21,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,168 | $31,741-74.3% | $56,033-85.4% | $199,960-95.9% |
| Participation rate | 71.2% | 32.3%+38.9pp | 52.5%+18.7pp | 72.0%-0.8pp |
| Annual return | 15.00% | 14.72%+0.3pp | 1711.38%-1696.4pp | 34.28%-19.3pp |
| Employer contribution / active EE | $591 | $508+16.4% | $1,041-43.2% | $3,036-80.5% |
| Participant deferral / active EE | $247 | $1,184-79.1% | $1,954-87.3% | $5,087-95.1% |
| Admin fee / account holder | $118 | $426-72.4% | $2,827-95.8% | $269-56.3% |