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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152220 | Recordkeeping | $16,429 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,644 | $52,293-54.8% | $178,503-86.8% | $73,412-67.8% |
| Participation rate | 74.1% | 65.3%+8.7pp | 81.9%-7.9pp | 72.2%+1.9pp |
| Annual return | 10.21% | 34.75%-24.5pp | 151.12%-140.9pp | 59.30%-49.1pp |
| Employer contribution / active EE | $1,813 | $1,736+4.4% | $5,011-63.8% | $2,234-18.9% |
| Participant deferral / active EE | $2,232 | $2,333-4.3% | $5,202-57.1% | $3,806-41.4% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |