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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,500 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $72 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 28 1 N JEFFERSON AVE · SAINT LOUIS, FL 63103 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,859 | $83,575-69.1% | $66,439-61.1% | $65,191-60.3% |
| Participation rate | 32.1% | 71.6%-39.4pp | 74.5%-42.4pp | 63.0%-30.9pp |
| Annual return | 12.72% | 12.38%+0.3pp | 757.66%-744.9pp | 51.24%-38.5pp |
| Employer contribution / active EE | $550 | $2,903-81.1% | $2,637-79.2% | $2,400-77.1% |
| Participant deferral / active EE | $552 | $3,365-83.6% | $3,876-85.8% | $2,671-79.3% |
| Admin fee / account holder | $40 | $234-83.1% | $6,173-99.4% | $907-95.6% |