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| Provider | Service type | Compensation |
|---|---|---|
NORTON ROSE FULBRIGHT4 years Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $3,900 |
NATIONWIDE7 years Service code 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $869 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 27 1 N JEFFERSON AVE, 9TH FLOOR · SAINT LOUIS, MO 631031207 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,149 | $47,105-2.0% | $68,368-32.5% | $67,986-32.1% |
| Participation rate | 73.6% | 51.8%+21.8pp | 73.8%-0.2pp | 57.2%+16.4pp |
| Annual return | 16.23% | 48.37%-32.1pp | 292.57%-276.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $2,441 | $1,859+31.3% | $2,649-7.9% | $2,019+20.9% |
| Participant deferral / active EE | $1,544 | $2,374-35.0% | $4,123-62.6% | $3,358-54.0% |
| Admin fee / account holder | $32 | $2,435-98.7% | $5,150-99.4% | $3,203-99.0% |