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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $4,155 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 49 3 WACHOVIA CENTER · CHARLOTTE, NC 28288 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,192 | $38,595-65.8% | $80,004-83.5% | $52,331-74.8% |
| Participation rate | 13.6% | 64.5%-50.9pp | 73.0%-59.4pp | 68.1%-54.5pp |
| Annual return | 4.35% | 2.04%+2.3pp | 7.63%-3.3pp | 4.54%-0.2pp |
| Employer contribution / active EE | $399 | $1,133-64.8% | $2,473-83.9% | $1,882-78.8% |
| Participant deferral / active EE | $701 | $2,318-69.8% | $3,204-78.1% | $3,022-76.8% |
| Admin fee / account holder | $34 | $304-88.9% | $5,033-99.3% | $592-94.3% |