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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $1,303 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 · EIN 33-0785439 | Recordkeeping Fees | $740 |
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 | $1,718 | $61,166-97.2% | $185,849-99.1% | $79,391-97.8% |
| Participation rate | 94.0% | 66.6%+27.3pp | 81.7%+12.3pp | 70.7%+23.2pp |
| Annual return | 16.06% | 19.45%-3.4pp | 122.10%-106.0pp | 116.88%-100.8pp |
| Employer contribution / active EE | $971 | $2,321-58.2% | $5,169-81.2% | $2,428-60.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $14 | $710-98.1% | $16,244-99.9% | $627-97.8% |