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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $4,200 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 · EIN 33-0785439 | Recordkeeping Fees | $1,720 |
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 | $2,691 | $61,356-95.6% | $149,696-98.2% | $71,511-96.2% |
| Participation rate | 89.0% | 62.5%+26.4pp | 78.8%+10.2pp | 67.9%+21.0pp |
| Annual return | 22.41% | 35.86%-13.5pp | 134.46%-112.0pp | 28.86%-6.4pp |
| Employer contribution / active EE | $474 | $2,382-80.1% | $4,821-90.2% | $2,589-81.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $31 | $1,263-97.5% | $13,212-99.8% | $1,588-98.0% |