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| Provider | Service type | Compensation |
|---|---|---|
NEXUS ADMINISTRATORS, INC.4 years Service code 49 · EIN 77-0586222 | Other Services | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 99 · EIN 34-1542819 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,380 | $62,177-75.3% | $81,370-81.1% | $74,478-79.3% |
| Participation rate | 71.2% | 64.1%+7.2pp | 69.5%+1.7pp | 67.2%+4.0pp |
| Annual return | 13.14% | 16.62%-3.5pp | 24.85%-11.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,793 | $1,881-4.7% | $2,464-27.2% | $2,626-31.7% |
| Participant deferral / active EE | $2,720 | $3,219-15.5% | $3,885-30.0% | $4,350-37.5% |
| Admin fee / account holder | $194 | $1,927-89.9% | $5,749-96.6% | $1,946-90.0% |