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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $9,746 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,770 | $47,922-94.2% | $75,900-96.4% | $65,186-95.8% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 19.77% | 24.12%-4.3pp | 30.73%-11.0pp | 29.39%-9.6pp |
| Employer contribution / active EE | $1,107 | $1,557-28.9% | $2,501-55.7% | $2,177-49.1% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,421-100.0% | $847-100.0% |