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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping | $34,951 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 401 S. TRYON STREET 19TH FLOOR · CHARLOTTE, NC 282881207 | Advisory (Participants) | $10,754 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,757 | $80,753-61.9% | $136,297-77.4% | $62,293-50.6% |
| Participation rate | 49.3% | 73.5%-24.2pp | 81.9%-32.6pp | 69.5%-20.2pp |
| Annual return | 15.02% | 35.83%-20.8pp | 5156.19%-5141.2pp | 28.90%-13.9pp |
| Employer contribution / active EE | $870 | $2,884-69.8% | $4,696-81.5% | $2,042-57.4% |
| Participant deferral / active EE | $1,318 | $5,164-74.5% | $6,247-78.9% | $3,169-58.4% |
| Admin fee / account holder | $222 | $525-57.7% | $9,244-97.6% | $479-53.6% |