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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $4,163 |
NORTON ROSE FULBRIGHT3 years Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $2,300 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 27 1 N JEFFERSON AVE, 9TH FLOOR · SAINT LOUIS, MO 631031207 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,463 | $60,504-33.1% | $81,882-50.6% | $74,478-45.7% |
| Participation rate | 62.4% | 62.9%-0.5pp | 72.4%-10.0pp | 67.2%-4.8pp |
| Annual return | 10.06% | 16.91%-6.9pp | 779.47%-769.4pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $2,179 | $2,627-17.0% | $2,916-25.3% | $2,626-17.0% |
| Participant deferral / active EE | $1,504 | $3,400-55.8% | $4,323-65.2% | $4,350-65.4% |
| Admin fee / account holder | $21 | $1,492-98.6% | $7,360-99.7% | $1,946-98.9% |