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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,929 |
Filed as: CAROLINA WEALTH MANAGEMENT INC Service code 27 · EIN 86-1092482 1706-A E ARLINGTON BLVD · GREENVILLE, NC 27858 | Advisory (Plan) | $20,248 |
TRINITY PENSION GROUP, LLC6+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $15,515 |
NATIONWIDE5+ years Service code 13 | Contract Administrator | $2,118 |
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.
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 | $50,571 | $78,419-35.5% | $133,956-62.2% | $73,409-31.1% |
| Participation rate | 62.7% | 78.6%-15.9pp | 79.8%-17.2pp | 72.2%-9.5pp |
| Annual return | 12.84% | 33.35%-20.5pp | 45.09%-32.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $708 | $2,044-65.4% | $3,919-81.9% | $2,234-68.3% |
| Participant deferral / active EE | $1,916 | $3,925-51.2% | $5,048-62.0% | $3,805-49.7% |
| Admin fee / account holder | $229 | $161+42.0% | $8,927-97.4% | $158+45.1% |