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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $64,140 |
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 | $38,448 | $70,917-45.8% | $98,920-61.1% | $73,497-47.7% |
| Participation rate | 94.7% | 73.8%+20.9pp | 76.0%+18.7pp | 70.7%+24.1pp |
| Annual return | 12.91% | 34.18%-21.3pp | 196.47%-183.6pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,527 | $2,037+24.0% | $2,689-6.1% | $2,270+11.3% |
| Participant deferral / active EE | $4,432 | $3,501+26.6% | $4,245+4.4% | $3,740+18.5% |
| Admin fee / account holder | $255 | $535-52.4% | $6,643-96.2% | $513-50.4% |