Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,696 |
Filed as: BENEFIT PLANS, INC. Service code 12 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Recordkeeping and information managem... | $2,308 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 NC1409 · CHARLOTTE, NC 282881207 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,933 | $37,117-67.9% | $147,618-91.9% | $55,191-78.4% |
| Participation rate | 38.1% | 63.6%-25.5pp | 84.6%-46.5pp | 69.2%-31.1pp |
| Annual return | -2.58% | 3.44%-6.0pp | 61.98%-64.6pp | 10.78%-13.4pp |
| Employer contribution / active EE | $397 | $1,620-75.5% | $5,565-92.9% | $1,899-79.1% |
| Participant deferral / active EE | $793 | $1,985-60.0% | $4,895-83.8% | $3,046-74.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |