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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC (WBS) Service code 26 · EIN 34-1542819 ADVISORY BILLING H0006-08R 1 N JEFF · SAINT LOUIS, MO 36117 | Advisory (Participants) | $32,330 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,921 |
Filed as: IRON FIDUDIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $2,587 |
AVINTUS3 years Filed as: AVINTUS, LLC Service code 14 · EIN 04-3682160 FUTUREPLAN · CHICAGO, IL 60673 | Plan Administrator | $1,850 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUNBUS, OH 43215 | Advisory (Participants) | $647 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,014 | $55,470-76.5% | $155,556-91.6% | $74,478-82.5% |
| Participation rate | 73.7% | 61.9%+11.8pp | 78.2%-4.5pp | 67.2%+6.5pp |
| Annual return | 13.78% | 269.80%-256.0pp | 64.84%-51.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,999 | $2,267-11.8% | $4,675-57.2% | $2,626-23.9% |
| Participant deferral / active EE | $3,519 | $2,838+24.0% | $5,631-37.5% | $4,350-19.1% |
| Admin fee / account holder | $139 | $1,744-92.1% | $15,885-99.1% | $1,946-92.9% |