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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $23,558 |
NORTON ROSE FULBRIGHT2 years Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $3,540 |
WELLS FARGO BANK, N.A.5 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,522 | $58,292-37.3% | $86,640-57.8% | $71,511-48.9% |
| Participation rate | 67.7% | 65.0%+2.7pp | 71.7%-4.0pp | 67.9%-0.2pp |
| Annual return | 15.57% | 21.63%-6.1pp | 592.52%-576.9pp | 28.86%-13.3pp |
| Employer contribution / active EE | $1,993 | $2,574-22.6% | $3,024-34.1% | $2,589-23.0% |
| Participant deferral / active EE | $1,576 | $3,438-54.2% | $4,438-64.5% | $4,291-63.3% |
| Admin fee / account holder | $30 | $1,057-97.2% | $5,616-99.5% | $1,588-98.1% |