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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 26 ONE NATIONWICE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $40,337 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST INVESTMENT SRVCS Service code 51 · EIN 20-5817590 901 EAST BYRD STREET · RICHMOND, VA 23219 | Investment Mgmt Fees | $16,134 |
TRINITY PENSION GROUP, LLC8 years Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $9,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,883 | $59,402+22.7% | $93,654-22.2% | $74,546-2.2% |
| Participation rate | 67.6% | 59.7%+7.9pp | 68.7%-1.1pp | 67.2%+0.4pp |
| Annual return | 12.14% | 81.86%-69.7pp | 133.34%-121.2pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,094 | $1,265-13.5% | $2,421-54.8% | $2,624-58.3% |
| Participant deferral / active EE | $4,491 | $3,049+47.3% | $4,413+1.8% | $4,347+3.3% |
| Admin fee / account holder | $530 | $3,023-82.5% | $8,282-93.6% | $1,944-72.7% |