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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 21 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $11,597 |
NATIONAL ADMINISTRATION, INC.3+ years Service code 15 · EIN 39-1940444 878 W AIRPORT RD · MENASHA, WI 54952 | Recordkeeping | $3,262 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 28 | Investment Management | $1,745 |
HARBOUR INVESTMENTS INC1 year Service code 28 575 D'ONOFRIO DR · MADISON, WI 53719 | Investment Management | $0 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO, LLC Service code 28 3 WACHOVIA CENTER · CHARLOTTE, NC 282880260 | Investment Management | $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.
Employer 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,670 | $55,453-79.0% | $170,435-93.2% | $62,293-81.3% |
| Participation rate | 43.2% | 66.4%-23.1pp | 83.6%-40.4pp | 69.5%-26.3pp |
| Annual return | 15.15% | 21.38%-6.2pp | 205.94%-190.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $112 | $2,164-94.8% | $5,432-97.9% | $2,042-94.5% |
| Participant deferral / active EE | $634 | $2,303-72.5% | $4,939-87.2% | $3,169-80.0% |
| Admin fee / account holder | $31 | $455-93.1% | $13,881-99.8% | $479-93.5% |