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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $26,843 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 NC1409 · CHARLOTTE, NC 282881207 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,850 | $51,620-40.2% | $90,300-65.8% | $65,185-52.7% |
| Participation rate | 51.8% | 68.6%-16.8pp | 73.3%-21.4pp | 70.2%-18.4pp |
| Annual return | 19.07% | 24.94%-5.9pp | 78.11%-59.0pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,383 | $2,235-38.1% | $2,854-51.5% | $2,177-36.5% |
| Participant deferral / active EE | $898 | $2,871-68.7% | $3,884-76.9% | $3,514-74.4% |
| Admin fee / account holder | $20 | $384-94.8% | $5,353-99.6% | $847-97.6% |