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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 | $5,033 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 64 · EIN 33-0785439 | Recordkeeping Fees | $1,790 |
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 | $5,349 | $61,391-91.3% | $149,723-96.4% | $71,529-92.5% |
| Participation rate | 96.1% | 62.5%+33.6pp | 78.8%+17.3pp | 67.9%+28.2pp |
| Annual return | 251.42% | 35.88%+215.5pp | 134.50%+116.9pp | 28.97%+222.4pp |
| Employer contribution / active EE | $832 | $2,384-65.1% | $4,821-82.8% | $2,590-67.9% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $26 | $1,264-97.9% | $13,215-99.8% | $1,588-98.3% |