Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,426 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,038 | $27,330-34.0% | $67,704-73.4% | $55,191-67.3% |
| Participation rate | 9.1% | 47.5%-38.4pp | 67.5%-58.4pp | 69.2%-60.1pp |
| Annual return | -1.27% | 8.81%-10.1pp | 25.41%-26.7pp | 10.78%-12.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $321 | $1,709-81.2% | $3,585-91.0% | $3,046-89.4% |
| Admin fee / account holder | $17 | $109-84.4% | $4,255-99.6% | $91-81.3% |