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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $27,958 |
SECURITIES AMERICA INC4 years Filed as: BB&T SECURITIES, LLC Service code 51 RIVERFRONT PLAZA-WEST TOWER · RICHMOND, VA 23219 | Investment Mgmt Fees | $18,689 |
TRINITY PENSION GROUP, LLC4 years Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $13,811 |
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.)
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 | $48,626 | $54,573-10.9% | $90,970-46.5% | $73,493-33.8% |
| Participation rate | 66.9% | 61.2%+5.7pp | 69.0%-2.1pp | 70.7%-3.8pp |
| Annual return | 14.61% | 16.69%-2.1pp | 134.58%-120.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $745 | $991-24.9% | $2,122-64.9% | $2,270-67.2% |
| Participant deferral / active EE | $3,777 | $2,517+50.1% | $3,373+12.0% | $3,740+1.0% |
| Admin fee / account holder | $411 | $521-21.2% | $5,960-93.1% | $513-19.9% |