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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $84,932 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,828 | $79,438-52.4% | $106,554-64.5% | $79,389-52.4% |
| Participation rate | 98.9% | 74.2%+24.8pp | 76.1%+22.8pp | 70.7%+28.2pp |
| Annual return | 14.51% | 18.27%-3.8pp | 26.80%-12.3pp | 116.89%-102.4pp |
| Employer contribution / active EE | $2,567 | $2,235+14.9% | $2,819-8.9% | $2,428+5.7% |
| Participant deferral / active EE | $4,431 | $3,824+15.9% | $4,398+0.7% | $4,046+9.5% |
| Admin fee / account holder | $285 | $523-45.5% | $7,408-96.2% | $626-54.5% |