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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,159 |
COMPLETE PAYROLL PROCESSING1+ years Filed as: COMPLETE PENSION SERVICES Service code 16 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Consulting | $6,560 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 33-0112654 401 S TRYON STREET · CHARLOTTE, NC 28288 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,683 | $70,002+49.5% | $115,038-9.0% | $52,331+100.0% |
| Participation rate | 62.3% | 72.1%-9.8pp | 81.4%-19.0pp | 68.1%-5.8pp |
| Annual return | 0.35% | 4.04%-3.7pp | 26.14%-25.8pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,769 | $4,920+57.9% | $6,026+28.9% | $3,022+157.1% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |