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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 1 N JEFFERSON AVE · SAINT LOUIS, MO 631032205 | Advisory (Plan) | $11,493 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 52 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Indirect Investment Fees | $7,369 |
Service code 13 · EIN 39-1458576 47 PARK PLACE SUITE 850 · APPLETON, WI 631032205 | Contract Administrator | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,912 | $58,895-54.3% | $178,503-84.9% | $73,497-63.4% |
| Participation rate | 28.3% | 66.2%-37.9pp | 81.9%-53.6pp | 70.7%-42.4pp |
| Annual return | 24.04% | 24.86%-0.8pp | 151.12%-127.1pp | 28.51%-4.5pp |
| Employer contribution / active EE | $705 | $2,236-68.5% | $5,011-85.9% | $2,270-68.9% |
| Participant deferral / active EE | $1,122 | $2,567-56.3% | $5,202-78.4% | $3,740-70.0% |
| Admin fee / account holder | $188 | $400-53.0% | $13,987-98.7% | $513-63.3% |