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 | $69,774+92.6% | $67,575+98.9% | $74,459+80.5% |
| Participation rate | 96.7% | 71.4%+25.3pp | 72.9%+23.8pp | 67.2%+29.4pp |
| Annual return | 15.29% | -40.53%+55.8pp | 3528.98%-3513.7pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $8,440 | $2,710+211.4% | $2,736+208.5% | $2,626+221.4% |
| Participant deferral / active EE | $10,319 | $3,636+183.8% | $4,003+157.7% | $4,350+137.2% |
| Admin fee / account holder | $62 | $890-93.1% | $3,993-98.5% | $1,945-96.8% |