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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $3,049 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 · EIN 33-0785439 | Recordkeeping Fees | $1,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,521 | $73,863-96.6% | $143,797-98.2% | $68,490-96.3% |
| Participation rate | 98.9% | 66.7%+32.2pp | 80.3%+18.6pp | 67.9%+31.0pp |
| Annual return | -13.78% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $674 | $3,185-78.8% | $4,952-86.4% | $2,597-74.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $31 | $5,756-99.5% | $14,679-99.8% | $5,403-99.4% |