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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,240 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 49 NC1409 · CHARLOTTE, NC 282881207 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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 | $20,071 | $70,002-71.3% | $115,038-82.6% | $52,331-61.6% |
| Participation rate | 59.4% | 72.1%-12.7pp | 81.4%-22.0pp | 68.1%-8.7pp |
| Annual return | -2.26% | 4.04%-6.3pp | 26.14%-28.4pp | 4.54%-6.8pp |
| Employer contribution / active EE | $1,291 | $2,715-52.4% | $4,608-72.0% | $1,882-31.4% |
| Participant deferral / active EE | $3,211 | $4,920-34.7% | $6,026-46.7% | $3,022+6.3% |
| Admin fee / account holder | $327 | $566-42.2% | $8,175-96.0% | $592-44.7% |