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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $34,205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,482 | $56,640-56.8% | $78,002-68.6% | $55,167-55.6% |
| Participation rate | 90.0% | 73.3%+16.7pp | 75.5%+14.5pp | 69.0%+21.0pp |
| Annual return | 19.66% | 2868.48%-2848.8pp | 425.99%-406.3pp | 169.23%-149.6pp |
| Employer contribution / active EE | $2,375 | $1,724+37.8% | $2,470-3.9% | $1,963+21.0% |
| Participant deferral / active EE | $4,386 | $2,778+57.9% | $3,497+25.4% | $3,054+43.6% |
| Admin fee / account holder | $225 | $467-51.8% | $5,481-95.9% | $504-55.4% |