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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 | $55,446-76.5% | $155,574-91.6% | $74,429-82.5% |
| Participation rate | 73.7% | 61.9%+11.8pp | 78.2%-4.5pp | 67.2%+6.5pp |
| Annual return | 13.78% | 269.20%-255.4pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,999 | $2,266-11.8% | $4,676-57.2% | $2,625-23.8% |
| Participant deferral / active EE | $3,519 | $2,836+24.1% | $5,629-37.5% | $4,348-19.1% |
| Admin fee / account holder | $139 | $1,743-92.0% | $15,914-99.1% | $1,944-92.9% |