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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 73-0948330 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVIES, LLC Service code 71 · EIN 34-1542819 1 N. JEFFERSON AVE · SAINT LOUIS, MO 63103 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,474 | $81,870-64.0% | $119,608-75.4% | $68,495-57.0% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -15.16% | -23.82%+8.7pp | -14.98%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $750 | $2,692-72.1% | $4,232-82.3% | $2,596-71.1% |
| Participant deferral / active EE | $3,104 | $4,148-25.2% | $5,601-44.6% | $4,028-22.9% |
| Admin fee / account holder | $101 | $6,583-98.5% | $10,326-99.0% | $5,403-98.1% |