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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE COLUMBUS PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,073 | $46,360-91.2% | $147,617-97.2% | $52,331-92.2% |
| Participation rate | 60.5% | 64.9%-4.4pp | 84.6%-24.1pp | 68.1%-7.6pp |
| Annual return | -5.49% | 1.62%-7.1pp | 61.98%-67.5pp | 4.54%-10.0pp |
| Employer contribution / active EE | $579 | $2,126-72.8% | $5,564-89.6% | $1,882-69.2% |
| Participant deferral / active EE | $768 | $2,258-66.0% | $4,895-84.3% | $3,022-74.6% |
| Admin fee / account holder | $5 | $766-99.3% | $11,612-100.0% | $592-99.2% |