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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,665 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADV INS AGY LLC Service code 28 · EIN 34-1542819 NC1409 · CHARLOTTE, NC 282881207 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,669 | $76,551-11.6% | $123,894-45.4% | $62,881+7.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.64% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,014 | $2,882+4.6% | $4,617-34.7% | $2,281+32.1% |
| Participant deferral / active EE | $5,978 | $4,840+23.5% | $5,984-0.1% | $3,203+86.6% |
| Admin fee / account holder | $59 | $4,826-98.8% | $8,357-99.3% | $4,296-98.6% |