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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $9,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,624 | $46,732-70.8% | $156,551-91.3% | $55,167-75.3% |
| Participation rate | 31.0% | 65.8%-34.8pp | 84.0%-53.1pp | 69.0%-38.0pp |
| Annual return | 3.33% | 17.72%-14.4pp | 32.23%-28.9pp | 169.23%-165.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $629 | $2,204-71.5% | $4,871-87.1% | $3,054-79.4% |
| Admin fee / account holder | $14 | $418-96.6% | $13,028-99.9% | $504-97.2% |