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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $21,480 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $2,772 |
WELLS FARGO BANK, N.A.4 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,964 | $51,226-37.6% | $82,744-61.4% | $66,938-52.2% |
| Participation rate | 62.8% | 67.9%-5.1pp | 72.6%-9.8pp | 69.8%-7.1pp |
| Annual return | -17.06% | -9.61%-7.5pp | 702.22%-719.3pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,110 | $2,612-19.2% | $3,008-29.9% | $2,545-17.1% |
| Participant deferral / active EE | $1,671 | $3,460-51.7% | $4,395-62.0% | $4,238-60.6% |
| Admin fee / account holder | $26 | $416-93.7% | $5,325-99.5% | $594-95.6% |