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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,074 |
TRINITY PENSION CONSULTANTS6+ years Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Pension Consulting | $1,620 |
RAYMOND JAMES FINANCIAL SERVICES6+ 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 | $37,636 | $58,888-36.1% | $178,498-78.9% | $73,493-48.8% |
| Participation rate | 31.9% | 66.2%-34.3pp | 81.9%-50.0pp | 70.7%-38.7pp |
| Annual return | 16.30% | 24.86%-8.6pp | 151.09%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $226 | $2,236-89.9% | $5,011-95.5% | $2,270-90.1% |
| Participant deferral / active EE | $1,038 | $2,568-59.6% | $5,202-80.0% | $3,740-72.2% |
| Admin fee / account holder | $14 | $400-96.5% | $13,985-99.9% | $513-97.3% |