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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 37 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $31,567 |
Filed as: CAROLINA WEALTH MANAGEMENT INC Service code 51 · EIN 86-1092482 1706-A E ARLINGTON BLVD · GREENVILLE, NC 27858 | Investment Mgmt Fees | $19,626 |
TRINITY PENSION GROUP, LLC4 years Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $9,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,124 | $76,107-17.1% | $96,576-34.6% | $71,495-11.7% |
| Participation rate | 84.6% | 74.4%+10.2pp | 76.0%+8.6pp | 67.9%+16.7pp |
| Annual return | 18.80% | 22.81%-4.0pp | 25.87%-7.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,140 | $2,247-4.8% | $2,965-27.8% | $2,589-17.4% |
| Participant deferral / active EE | $4,106 | $4,218-2.7% | $4,851-15.4% | $4,291-4.3% |
| Admin fee / account holder | $342 | $2,708-87.4% | $8,253-95.9% | $1,588-78.5% |