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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,177 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC Service code 17 · EIN 20-4548831 202 MONTROSE WESST AVE. #310 · COPLEY, OH 443212952 | Pension Consulting | $1,710 |
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.
Annual investment return 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 | $17,199 | $60,989-71.8% | $60,906-71.8% | $66,938-74.3% |
| Participation rate | 45.9% | 74.5%-28.6pp | 73.1%-27.2pp | 69.8%-23.9pp |
| Annual return | -17.15% | -9.60%-7.5pp | 16.94%-34.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,752 | $2,661-34.1% | $2,703-35.2% | $2,545-31.2% |
| Participant deferral / active EE | $1,089 | $3,615-69.9% | $3,814-71.4% | $4,238-74.3% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |