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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152220 | Recordkeeping | $21,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,359 | $62,928-59.7% | $172,739-85.3% | $67,579-62.5% |
| Participation rate | 63.4% | 64.5%-1.0pp | 82.6%-19.2pp | 71.3%-7.8pp |
| Annual return | 5.55% | 30.36%-24.8pp | 802.84%-797.3pp | 378.56%-373.0pp |
| Employer contribution / active EE | $1,069 | $1,636-34.7% | $5,143-79.2% | $2,148-50.2% |
| Participant deferral / active EE | $1,775 | $2,145-17.2% | $5,198-65.8% | $3,539-49.8% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |