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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $55,849 |
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 | $38,445 | $66,319-42.0% | $93,621-58.9% | $65,186-41.0% |
| Participation rate | 92.2% | 74.0%+18.2pp | 75.8%+16.3pp | 70.2%+22.0pp |
| Annual return | 27.60% | 42.59%-15.0pp | 32.76%-5.2pp | 29.39%-1.8pp |
| Employer contribution / active EE | $2,358 | $2,013+17.1% | $2,719-13.3% | $2,177+8.3% |
| Participant deferral / active EE | $4,351 | $3,343+30.2% | $4,070+6.9% | $3,514+23.8% |
| Admin fee / account holder | $257 | $6,900-96.3% | $7,890-96.7% | $847-69.6% |