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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $71,165 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 1 N JEFFERSON AVE · SAINT LOUIS, MO 631031207 | Advisory (Participants) | $19,351 |
TRINITY PENSION CONSULTANTS7 years Service code 14 202 MONTROSE W AVE · AKRON, OH 44321 | Plan Administrator | $2,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,208 | $49,451+44.0% | $79,576-10.5% | $66,930+6.4% |
| Participation rate | 42.5% | 61.3%-18.8pp | 69.5%-27.0pp | 69.8%-27.3pp |
| Annual return | -17.12% | 84.25%-101.4pp | 0.15%-17.3pp | 1.57%-18.7pp |
| Employer contribution / active EE | $242 | $1,266-80.9% | $2,413-90.0% | $2,545-90.5% |
| Participant deferral / active EE | $2,803 | $3,159-11.3% | $3,985-29.7% | $4,238-33.9% |
| Admin fee / account holder | $665 | $595+11.8% | $6,834-90.3% | $593+12.1% |