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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,749 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 401 S. TRYON STREET, 19TH FL. · CHARLOTTE, NC 28288 | Advisory (Participants) | $12,264 |
GELMAN PENSION CONSULTING, INC.3+ years Filed as: GELMAN PENSION CONSULTING, INC Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $7,979 |
GELMAN PENSION CONSULTING, INC.3+ years Service code 15 | Recordkeeping | $2,419 |
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.
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 | $27,399 | $69,305-60.5% | $82,312-66.7% | $69,631-60.7% |
| Participation rate | 43.3% | 80.3%-36.9pp | 76.9%-33.6pp | 70.7%-27.4pp |
| Annual return | 15.76% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,057 | $3,568-70.4% | $3,706-71.5% | $3,224-67.2% |
| Admin fee / account holder | $260 | $97+167.8% | $5,608-95.4% | $110+135.7% |