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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $10,481 |
TRINITY PENSION GROUP, LLC4+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $8,823 |
CHRISTY RUSSELL4+ years Service code 28 P.O. BOX 1324 · ROCKINGHAM, NC 28380 | Investment Management | $1,940 |
TRINITY PENSION GROUP, LLC3+ years Service code 13 | Contract Administrator | $341 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,103 | $42,548-76.3% | $74,552-86.4% | $56,287-82.1% |
| Participation rate | 41.4% | 60.5%-19.1pp | 69.1%-27.8pp | 69.9%-28.5pp |
| Annual return | -3.31% | 12.40%-15.7pp | 32.53%-35.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $266 | $855-68.9% | $1,961-86.5% | $2,111-87.4% |
| Participant deferral / active EE | $353 | $2,277-84.5% | $3,108-88.7% | $3,350-89.5% |
| Admin fee / account holder | $141 | $467-69.9% | $5,060-97.2% | $521-73.0% |