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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 59-2617265 | Advisory (Participants) | $28,078 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,835 |
DELAWARE VALLEY RETIREMENT, INC.1+ years Service code 99 · EIN 20-2055473 21 W CHESTER PIIKE · RIDLEY PARK, PA 19078 | Other Fees | $18,052 |
PROACCOUNT1+ years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $7,489 |
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.
Employer 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 | $23,437 | $89,588-73.8% | $136,072-82.8% | $77,736-69.9% |
| Participation rate | 27.1% | 74.3%-47.2pp | 76.4%-49.3pp | 70.6%-43.5pp |
| Annual return | 17.36% | 17.42%-0.1pp | 580.46%-563.1pp | 31.26%-13.9pp |
| Employer contribution / active EE | $299 | $3,491-91.4% | $4,216-92.9% | $2,728-89.0% |
| Participant deferral / active EE | $1,302 | $5,592-76.7% | $7,028-81.5% | $4,651-72.0% |
| Admin fee / account holder | $260 | $539-51.7% | $6,718-96.1% | $433-39.9% |