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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $61,620 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 22 · EIN 34-1542819 | Insurance Broker | $24,565 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $33,893 | $98,766-65.7% | $149,730-77.4% | $79,852-57.6% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.5%-57.5pp | 69.6%-44.6pp |
| Annual return | 9.75% | 27.43%-17.7pp | 276.70%-267.0pp | 31.72%-22.0pp |
| Employer contribution / active EE | $1,586 | $3,217-50.7% | $4,645-65.9% | $2,471-35.8% |
| Participant deferral / active EE | $4,942 | $5,681-13.0% | $6,843-27.8% | $3,740+32.1% |
| Admin fee / account holder | $85 | $6,052-98.6% | $9,310-99.1% | $5,306-98.4% |