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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,510 |
1ST GLOBAL CAPITAL CORP3+ years Service code 28 8150 N. CENTRAL EXPY STE 500 · DALLAS, TX 75206 | Investment Management | $31,780 |
TRINITY PENSION CONSULTANTS3+ years Service code 11 | Actuarial | $11,392 |
TRINITY PENSION CONSULTANTS3+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 · EIN 20-4548831 202 MONTROSE WEST AVE. #290 · COPLEY, OH 443212952 | Actuarial | $8,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,215 | $52,639-42.6% | $185,117-83.7% | $62,293-51.5% |
| Participation rate | 77.8% | 63.9%+14.0pp | 77.3%+0.6pp | 69.5%+8.3pp |
| Annual return | 16.78% | 19.57%-2.8pp | 40.50%-23.7pp | 28.90%-12.1pp |
| Employer contribution / active EE | $352 | $1,483-76.2% | $4,182-91.6% | $2,042-82.7% |
| Participant deferral / active EE | $2,721 | $3,097-12.2% | $5,045-46.1% | $3,169-14.2% |
| Admin fee / account holder | $365 | $374-2.4% | $8,159-95.5% | $479-23.9% |