Filed February 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $23,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,313 | $46,360-58.3% | $147,614-86.9% | $52,331-63.1% |
| Participation rate | 49.3% | 64.9%-15.6pp | 84.6%-35.3pp | 68.1%-18.8pp |
| Annual return | -0.13% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $798 | $2,126-62.4% | $5,564-85.7% | $1,882-57.6% |
| Participant deferral / active EE | $1,262 | $2,258-44.1% | $4,895-74.2% | $3,022-58.3% |
| Admin fee / account holder | $240 | $766-68.6% | $11,611-97.9% | $592-59.4% |