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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,494 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 250 HIGH STREET STE 100 · COLUMBUS, OH 43215 | Accounting | $17,400 |
TRINITY PENSION CONSULTANTS4+ years Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Pension Consulting | $7,726 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES Service code 99 PO BOX 14527 · ST PETERSBURG, FL 33733 | Other Fees | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,610 | $37,196-36.5% | $154,114-84.7% | $55,725-57.6% |
| Participation rate | 28.4% | 64.1%-35.7pp | 83.0%-54.7pp | 70.9%-42.5pp |
| Annual return | -5.24% | 1319.68%-1324.9pp | 735.16%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $131 | $1,614-91.9% | $5,298-97.5% | $2,078-93.7% |
| Participant deferral / active EE | $824 | $2,068-60.1% | $5,081-83.8% | $3,356-75.4% |
| Admin fee / account holder | $179 | $102+76.7% | $13,411-98.7% | $115+55.8% |