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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $9,344 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 22 3 WACHOVIA STREET · CHARLOTTE, NE 28288 | Insurance Broker | $3,647 |
TRINITY PENSION GROUP, LLC2+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $3,297 |
Filed as: IRON-CO-FID-TRADITIONAL Service code 22 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062 | Insurance Broker | $481 |
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 | $15,326 | $60,349-74.6% | $74,184-79.3% | $62,881-75.6% |
| Participation rate | 54.3% | 72.7%-18.4pp | 76.6%-22.3pp | 69.3%-15.0pp |
| Annual return | 5.15% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $970 | $2,856-66.0% | $3,550-72.7% | $3,203-69.7% |
| Admin fee / account holder | $111 | $4,261-97.4% | $5,586-98.0% | $4,296-97.4% |