Filed September 22, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $22,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,950 | $52,406-4.7% | $129,207-61.3% | $74,495-32.9% |
| Participation rate | 72.7% | 53.8%+18.9pp | 69.6%+3.1pp | 67.2%+5.5pp |
| Annual return | 14.75% | 15.66%-0.9pp | 9417.33%-9402.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,425 | $1,531+123.8% | $4,153-17.5% | $2,623+30.6% |
| Participant deferral / active EE | $3,107 | $2,794+11.2% | $4,168-25.5% | $4,346-28.5% |
| Admin fee / account holder | $96 | $2,633-96.4% | $7,715-98.8% | $1,942-95.1% |