Filed March 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $41,186 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $12,889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,157 | $60,323+85.9% | $81,812+37.1% | $74,495+50.6% |
| Participation rate | 87.0% | 62.9%+24.1pp | 72.3%+14.6pp | 67.2%+19.8pp |
| Annual return | 13.33% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $5,125 | $2,620+95.6% | $2,912+76.0% | $2,623+95.4% |
| Participant deferral / active EE | $5,768 | $3,387+70.3% | $4,319+33.6% | $4,346+32.7% |
| Admin fee / account holder | $334 | $1,486-77.5% | $7,386-95.5% | $1,942-82.8% |