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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping | $15,024 |
EPLAN ADVISORS, LLC1+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $6,483 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 401 S. TRYON STREET 19TH FLOOR · CHARLOTTE, NC 282881207 | Advisory (Participants) | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,304 | $70,002-61.0% | $115,037-76.3% | $52,331-47.8% |
| Participation rate | 39.9% | 72.1%-32.2pp | 81.4%-41.5pp | 68.1%-28.2pp |
| Annual return | -0.62% | 4.04%-4.7pp | 26.14%-26.8pp | 4.54%-5.2pp |
| Employer contribution / active EE | $649 | $2,715-76.1% | $4,608-85.9% | $1,882-65.5% |
| Participant deferral / active EE | $1,081 | $4,920-78.0% | $6,026-82.1% | $3,022-64.2% |
| Admin fee / account holder | $371 | $566-34.5% | $8,175-95.5% | $592-37.3% |