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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 26 1N JEFFERSON AVE · SAINT LOUIS, MO 631032205 | Advisory (Participants) | $58,411 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,038 |
Service code 34 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Distribution (12b-1) fees; Participan... | $24,372 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,294 | $78,419+22.8% | $133,956-28.1% | $73,409+31.2% |
| Participation rate | 59.3% | 78.6%-19.3pp | 79.8%-20.5pp | 72.2%-12.8pp |
| Annual return | 11.56% | 33.35%-21.8pp | 45.09%-33.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $1,361 | $2,044-33.4% | $3,919-65.3% | $2,234-39.1% |
| Participant deferral / active EE | $2,613 | $3,925-33.4% | $5,048-48.2% | $3,805-31.3% |
| Admin fee / account holder | $13 | $161-92.0% | $8,927-99.9% | $158-91.8% |