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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $11,065 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,340 | $51,207+17.8% | $70,565-14.5% | $71,529-15.6% |
| Participation rate | 89.4% | 59.4%+30.1pp | 68.4%+21.1pp | 67.9%+21.5pp |
| Annual return | 10.16% | 42.71%-32.6pp | 32.79%-22.6pp | 28.97%-18.8pp |
| Employer contribution / active EE | $2,336 | $1,795+30.1% | $2,976-21.5% | $2,590-9.8% |
| Participant deferral / active EE | $4,084 | $3,033+34.6% | $4,568-10.6% | $4,291-4.8% |
| Admin fee / account holder | $52 | $2,002-97.4% | $6,430-99.2% | $1,588-96.7% |