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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,561 | $48,335+62.5% | $121,098-35.1% | $71,457+9.9% |
| Participation rate | 62.6% | 54.3%+8.3pp | 69.5%-6.9pp | 67.9%-5.3pp |
| Annual return | 19.34% | 23.32%-4.0pp | 985.75%-966.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,359 | $1,489+58.4% | $4,164-43.4% | $2,588-8.9% |
| Participant deferral / active EE | $2,356 | $2,754-14.5% | $4,080-42.3% | $4,289-45.1% |
| Admin fee / account holder | $193 | $1,841-89.5% | $5,644-96.6% | $1,587-87.8% |