Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $59,467+22.6% | $93,727-22.2% | $74,478-2.1% |
| Participation rate | 67.6% | 59.6%+8.0pp | 68.7%-1.1pp | 67.2%+0.4pp |
| Annual return | 12.14% | 82.14%-70.0pp | 133.83%-121.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,094 | $1,267-13.6% | $2,421-54.8% | $2,626-58.3% |
| Participant deferral / active EE | $4,491 | $3,052+47.2% | $4,417+1.7% | $4,350+3.2% |
| Admin fee / account holder | $530 | $3,028-82.5% | $8,292-93.6% | $1,946-72.7% |