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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,380 | $62,127-75.2% | $81,382-81.1% | $74,495-79.4% |
| Participation rate | 71.2% | 64.0%+7.2pp | 69.5%+1.7pp | 67.2%+4.0pp |
| Annual return | 13.14% | 16.48%-3.3pp | 24.73%-11.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,793 | $1,882-4.7% | $2,463-27.2% | $2,623-31.6% |
| Participant deferral / active EE | $2,720 | $3,229-15.8% | $3,883-30.0% | $4,346-37.4% |
| Admin fee / account holder | $194 | $1,934-89.9% | $5,768-96.6% | $1,942-90.0% |