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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,391 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 10 · EIN 59-2617265 1 N JEFFERSON AVE · SAINT LOUIS, MO 63103 | Accounting | $13,720 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $3,848 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 430 W 7TH STREET · KANSAS CITY, MO 641051407 | Recordkeeping | $2,154 |
ACAS, LLC5 years Service code 10 · EIN 45-5437572 5531 CANCHA DE GOLF STE 206 · RANCHO SANTA FE, CA 92091 | Accounting | $2,046 |
PREMIER PLAN CONSULTANTS1 year Service code 13 · EIN 82-0986372 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $1,850 |
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 | $54,817 | $48,432+13.2% | $121,210-54.8% | $71,529-23.4% |
| Participation rate | 82.7% | 54.3%+28.3pp | 69.5%+13.1pp | 67.9%+14.7pp |
| Annual return | 24.55% | 23.28%+1.3pp | 987.41%-962.9pp | 28.97%-4.4pp |
| Employer contribution / active EE | $3,744 | $1,493+150.8% | $4,171-10.2% | $2,590+44.6% |
| Participant deferral / active EE | $7,106 | $2,756+157.8% | $4,084+74.0% | $4,291+65.6% |
| Admin fee / account holder | $111 | $1,845-94.0% | $5,647-98.0% | $1,588-93.0% |