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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION GROUP, LLC3+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $59,882 |
Filed as: IRON FIDUCIARY Service code 31 · EIN 99-9552241 | Named fiduciary | $5,060 |
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 23 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance services | $2,032 |
NATIONWIDE3+ years Service code 51 · EIN 31-4156830 10 W. NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Mgmt Fees | $843 |
Filed as: NORTHWESTERN MUTUAL INV SRV LLC Service code 33 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | Securities brokerage | $577 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,690 | $89,093-88.0% | $102,434-89.6% | $77,736-86.2% |
| Participation rate | 96.0% | 80.9%+15.1pp | 76.5%+19.5pp | 70.6%+25.5pp |
| Annual return | 11.96% | 25.03%-13.1pp | 29.46%-17.5pp | 31.26%-19.3pp |
| Employer contribution / active EE | $523 | $2,699-80.6% | $3,023-82.7% | $2,728-80.8% |
| Participant deferral / active EE | $2,545 | $5,147-50.5% | $5,055-49.6% | $4,651-45.3% |
| Admin fee / account holder | $79 | $236-66.7% | $9,462-99.2% | $433-81.9% |