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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,244 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 401 S. TRYON STREET, 19TH FL. · CHARLOTTE, NC 28288 | Advisory (Participants) | $13,127 |
GELMAN PENSION CONSULTING, INC.4+ years Filed as: GELMAN PENSION CONSULTING, INC Service code 15 70 WEST 40TH STREET · NEW YORK, NY 10018 | Recordkeeping | $8,140 |
GELMAN PENSION CONSULTING, INC.4+ years Service code 15 | Recordkeeping | $2,563 |
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.
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 | $27,260 | $59,191-53.9% | $76,767-64.5% | $56,289-51.6% |
| Participation rate | 39.9% | 75.2%-35.3pp | 77.0%-37.0pp | 69.9%-29.9pp |
| Annual return | -6.23% | 6.62%-12.8pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,058 | $3,255-67.5% | $3,852-72.5% | $3,350-68.4% |
| Admin fee / account holder | $305 | $489-37.6% | $6,675-95.4% | $521-41.4% |