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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $8,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,514 | $55,453-82.8% | $170,435-94.4% | $62,293-84.7% |
| Participation rate | 38.4% | 66.4%-28.0pp | 83.6%-45.2pp | 69.5%-31.1pp |
| Annual return | 3.67% | 21.38%-17.7pp | 205.94%-202.3pp | 28.90%-25.2pp |
| Employer contribution / active EE | $416 | $2,164-80.8% | $5,432-92.3% | $2,042-79.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $25 | $455-94.4% | $13,881-99.8% | $479-94.7% |