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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,083 |
TRINITY PENSION GROUP, LLC2+ years Filed as: TRINITY PENSION GROUP Service code 15 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 272658049 | Recordkeeping | $975 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES Service code 15 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 15 3 WACHOVIA CENTER · CHARLOTTE, NC 282880260 | Recordkeeping | $0 |
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.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,747 | $63,924-66.0% | $108,579-80.0% | $55,167-60.6% |
| Participation rate | 11.1% | 74.3%-63.2pp | 79.6%-68.5pp | 69.0%-57.9pp |
| Annual return | 3.02% | 15.31%-12.3pp | -51.70%+54.7pp | 169.23%-166.2pp |
| Employer contribution / active EE | $197 | $1,879-89.5% | $3,758-94.8% | $1,963-90.0% |
| Participant deferral / active EE | $489 | $3,067-84.0% | $4,311-88.6% | $3,054-84.0% |
| Admin fee / account holder | $22 | $618-96.4% | $7,645-99.7% | $504-95.6% |