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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 | $2,150 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 · EIN 33-0785439 | Recordkeeping Fees | $1,201 |
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 | $1,742 | $65,125-97.3% | $143,797-98.8% | $66,949-97.4% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -16.82% | -11.13%-5.7pp | -0.04%-16.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $1,159 | $2,362-50.9% | $4,952-76.6% | $2,545-54.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $17 | $503-96.7% | $14,679-99.9% | $594-97.2% |