Filed November 10, 2014
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,419 | $69,745+92.7% | $67,511+99.1% | $74,546+80.3% |
| Participation rate | 96.7% | 71.3%+25.3pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 15.29% | -40.37%+55.7pp | 3517.41%-3502.1pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $8,440 | $2,705+212.0% | $2,733+208.9% | $2,624+221.6% |
| Participant deferral / active EE | $10,319 | $3,636+183.8% | $4,000+158.0% | $4,347+137.4% |
| Admin fee / account holder | $62 | $894-93.1% | $3,999-98.5% | $1,944-96.8% |