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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $1,572 |
TRINITY PENSION GROUP, LLC1+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $75 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 22 3 WACHOVIA STREET · CHARLOTTE, NE 28288 | Insurance Broker | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,856 | $56,197-86.0% | $67,652-88.4% | $59,633-86.8% |
| Participation rate | 60.4% | 71.5%-11.0pp | 75.7%-15.2pp | 68.7%-8.2pp |
| Annual return | 1.03% | 18508.10%-18507.1pp | 6625.40%-6624.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $570 | $2,844-79.9% | $3,560-84.0% | $3,192-82.1% |
| Admin fee / account holder | $18 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |