Filed December 3, 2015
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,107 | $53,774-31.0% | $134,162-72.3% | $79,856-53.5% |
| Participation rate | 98.6% | 58.8%+39.8pp | 72.2%+26.4pp | 69.6%+28.9pp |
| Annual return | 10.32% | 19.01%-8.7pp | 36.35%-26.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $995 | $1,322-24.7% | $3,705-73.2% | $2,471-59.8% |
| Participant deferral / active EE | $1,703 | $2,420-29.6% | $3,500-51.3% | $3,741-54.5% |
| Admin fee / account holder | $224 | $3,985-94.4% | $6,685-96.6% | $5,306-95.8% |