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| Provider | Service type | Compensation |
|---|---|---|
NEXUS ADMINISTRATORS, INC.2 years Service code 49 · EIN 77-0586222 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURAND Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990104 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 99 · EIN 34-1542819 | Other Fees | $0 |
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.
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 | $14,589 | $50,199-70.9% | $69,884-79.1% | $66,938-78.2% |
| Participation rate | 46.6% | 66.3%-19.7pp | 70.5%-23.8pp | 69.8%-23.2pp |
| Annual return | -8.12% | -13.85%+5.7pp | 190.81%-198.9pp | 1.58%-9.7pp |
| Employer contribution / active EE | $2,073 | $1,864+11.2% | $2,560-19.0% | $2,545-18.5% |
| Participant deferral / active EE | $1,239 | $3,112-60.2% | $3,848-67.8% | $4,238-70.8% |
| Admin fee / account holder | $194 | $600-67.7% | $6,266-96.9% | $594-67.4% |