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 | $69,708+92.8% | $67,560+99.0% | $74,478+80.5% |
| Participation rate | 96.7% | 71.4%+25.2pp | 72.9%+23.7pp | 67.2%+29.4pp |
| Annual return | 15.29% | -40.67%+56.0pp | 3533.50%-3518.2pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $8,440 | $2,715+210.9% | $2,737+208.4% | $2,626+221.4% |
| Participant deferral / active EE | $10,319 | $3,637+183.7% | $4,004+157.7% | $4,350+137.2% |
| Admin fee / account holder | $62 | $887-93.0% | $3,994-98.5% | $1,946-96.8% |