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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,503 |
PENSYS, INC.2 years Service code 17 · EIN 94-2916479 3000 LAVA RIDGE COURT SUITE 130 · ROSEVILLE, CA 95661 | Pension Consulting | $19,184 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 401 S TRYON STREET, 19TH FL · CHARLOTTE, NC 28288 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,263 | $85,135-49.2% | $98,907-56.3% | $73,409-41.1% |
| Participation rate | 54.6% | 81.1%-26.5pp | 76.0%-21.4pp | 72.2%-17.5pp |
| Annual return | 8.78% | 19.14%-10.4pp | 196.43%-187.6pp | 59.29%-50.5pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,007 | $4,349-53.9% | $4,244-52.7% | $3,805-47.3% |
| Admin fee / account holder | $291 | $139+109.2% | $6,642-95.6% | $158+84.6% |