Filed September 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $23,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,561 | $48,432+62.2% | $121,204-35.2% | $71,511+9.9% |
| Participation rate | 62.6% | 54.3%+8.3pp | 69.5%-7.0pp | 67.9%-5.4pp |
| Annual return | 19.34% | 23.28%-3.9pp | 987.18%-967.8pp | 28.86%-9.5pp |
| Employer contribution / active EE | $2,359 | $1,493+58.0% | $4,170-43.4% | $2,589-8.9% |
| Participant deferral / active EE | $2,356 | $2,756-14.5% | $4,083-42.3% | $4,291-45.1% |
| Admin fee / account holder | $193 | $1,845-89.5% | $5,651-96.6% | $1,588-87.9% |