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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,127 |
Service code 14 202 MONTROSE W AVE · AKRON, OH 44321 | Plan Administrator | $5,612 |
TEGRIT GROUP1 year Service code 14 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Plan Administrator | $2,406 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 26 401 S TRYON STREET, 19TH FL · CHARLOTTE, NC 282881207 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,376 | $42,546+16.1% | $71,796-31.2% | $55,167-10.5% |
| Participation rate | 48.2% | 59.1%-10.9pp | 69.1%-20.9pp | 69.0%-20.8pp |
| Annual return | 3.82% | 12.36%-8.5pp | 78.04%-74.2pp | 169.23%-165.4pp |
| Employer contribution / active EE | $296 | $803-63.1% | $1,924-84.6% | $1,963-84.9% |
| Participant deferral / active EE | $1,723 | $2,064-16.6% | $2,794-38.4% | $3,054-43.6% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |