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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $5,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,791 | $53,412-42.4% | $68,509-55.1% | $52,331-41.2% |
| Participation rate | 51.6% | 71.7%-20.1pp | 74.7%-23.1pp | 68.1%-16.5pp |
| Annual return | -0.27% | 3.42%-3.7pp | 8.27%-8.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,563 | $1,607-2.8% | $2,278-31.4% | $1,882-17.0% |
| Participant deferral / active EE | $2,975 | $2,688+10.7% | $3,382-12.0% | $3,022-1.6% |
| Admin fee / account holder | $80 | $461-82.6% | $5,275-98.5% | $592-86.5% |