Filed October 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 28 | Investment Management | $3,991 |
NATIONWIDE1 year Filed as: ATIONWIDE Service code 60 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,071 | $59,186-50.9% | $76,768-62.1% | $56,287-48.4% |
| Participation rate | 65.6% | 75.2%-9.6pp | 77.0%-11.3pp | 69.9%-4.2pp |
| Annual return | -4.39% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,678 | $1,759-4.6% | $2,485-32.5% | $2,111-20.5% |
| Participant deferral / active EE | $2,906 | $3,255-10.7% | $3,852-24.5% | $3,350-13.2% |
| Admin fee / account holder | $274 | $489-43.9% | $6,675-95.9% | $521-47.3% |