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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 | $43,730+5.5% | $66,674-30.8% | $64,097-28.0% |
| Participation rate | 73.6% | 50.7%+22.8pp | 73.7%-0.1pp | 55.2%+18.4pp |
| Annual return | 16.23% | 53.62%-37.4pp | 321.24%-305.0pp | 34.64%-18.4pp |
| Employer contribution / active EE | $2,441 | $1,673+45.9% | $2,620-6.8% | $1,891+29.0% |
| Participant deferral / active EE | $1,544 | $2,122-27.2% | $4,084-62.2% | $3,080-49.9% |
| Admin fee / account holder | $32 | $2,708-98.8% | $5,098-99.4% | $3,454-99.1% |