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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $9,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,994 | $47,977-83.3% | $154,111-94.8% | $56,287-85.8% |
| Participation rate | 37.2% | 66.2%-29.0pp | 83.0%-45.8pp | 69.9%-32.7pp |
| Annual return | -2.59% | 3.54%-6.1pp | 735.18%-737.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $430 | $2,169-80.2% | $5,298-91.9% | $2,111-79.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $92 | $438-79.0% | $13,411-99.3% | $521-82.3% |