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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $5,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,270 | $43,133-85.5% | $89,400-93.0% | $73,493-91.5% |
| Participation rate | 14.2% | 55.0%-40.8pp | 68.0%-53.8pp | 70.7%-56.5pp |
| Annual return | 17.43% | 135.66%-118.2pp | 245.64%-228.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $138 | $1,438-90.4% | $2,586-94.7% | $2,270-93.9% |
| Participant deferral / active EE | $918 | $2,445-62.4% | $3,890-76.4% | $3,740-75.5% |
| Admin fee / account holder | $27 | $444-93.8% | $4,882-99.4% | $513-94.7% |