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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,204 | $41,150+17.1% | $80,627-40.2% | $71,511-32.6% |
| Participation rate | 53.0% | 50.3%+2.8pp | 67.0%-14.0pp | 67.9%-14.9pp |
| Annual return | 19.76% | 38.48%-18.7pp | 936.76%-917.0pp | 28.86%-9.1pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,945 | $2,701+83.1% | $4,443+11.3% | $4,291+15.3% |
| Admin fee / account holder | $3 | $1,841-99.8% | $5,381-99.9% | $1,588-99.8% |