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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $9,940 | $55,453-82.1% | $170,435-94.2% | $62,293-84.0% |
| Participation rate | 46.6% | 66.4%-19.8pp | 83.6%-37.0pp | 69.5%-23.0pp |
| Annual return | 46.94% | 21.38%+25.6pp | 205.94%-159.0pp | 28.90%+18.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $577 | $2,303-74.9% | $4,939-88.3% | $3,169-81.8% |
| Admin fee / account holder | $11 | $455-97.7% | $13,881-99.9% | $479-97.8% |