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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $22,402 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 | Recordkeeping | $4,250 |
ERP RETIREMENT SERVICES3 years Filed as: ERP NASHVILLE LLC Service code 15 · EIN 84-2389190 | Recordkeeping | $3,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,772 | $81,870-46.5% | $119,634-63.4% | $68,490-36.1% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -14.88% | -23.82%+8.9pp | -14.98%+0.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,717 | $2,692-36.2% | $4,232-59.4% | $2,597-33.9% |
| Participant deferral / active EE | $3,402 | $4,148-18.0% | $5,601-39.3% | $4,028-15.5% |
| Admin fee / account holder | $325 | $6,583-95.1% | $10,329-96.9% | $5,403-94.0% |