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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,469 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS, INC Service code 17 · EIN 20-4548831 202 MONTROSE WESST AVE. #310 · COPLEY, OH 443212952 | Pension Consulting | $2,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,215 | $74,706-75.6% | $75,717-75.9% | $79,393-77.1% |
| Participation rate | 46.2% | 75.3%-29.2pp | 74.8%-28.7pp | 70.7%-24.6pp |
| Annual return | 14.61% | 18.52%-3.9pp | 104.58%-90.0pp | 116.87%-102.3pp |
| Employer contribution / active EE | $1,081 | $2,590-58.3% | $2,743-60.6% | $2,428-55.5% |
| Participant deferral / active EE | $1,300 | $3,533-63.2% | $3,821-66.0% | $4,046-67.9% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |