Filed April 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $138,216 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $124,658 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS FIN NET Service code 28 · EIN 59-2617265 | Investment Management | $119,662 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Investment Management | $80,081 |
ERISA SMART8 years Service code 28 · EIN 45-5529798 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Investment Management | $40,036 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,957 | $55,470+130.7% | $155,556-17.7% | $74,478+71.8% |
| Participation rate | 99.5% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.2pp |
| Annual return | 12.94% | 269.80%-256.9pp | 64.84%-51.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $13,762 | $2,267+507.2% | $4,675+194.4% | $2,626+424.0% |
| Participant deferral / active EE | $48,372 | $2,838+1604.4% | $5,631+759.1% | $4,350+1011.9% |
| Admin fee / account holder | $318 | $1,744-81.8% | $15,885-98.0% | $1,946-83.7% |