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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE INSURANCE COMPANY Service code 25 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Directed Trustee | $14,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,989 | $55,453-82.0% | $170,435-94.1% | $62,293-84.0% |
| Participation rate | 36.8% | 66.4%-29.5pp | 83.6%-46.8pp | 69.5%-32.7pp |
| Annual return | 15.54% | 21.38%-5.8pp | 205.94%-190.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $220 | $2,164-89.8% | $5,432-96.0% | $2,042-89.2% |
| Participant deferral / active EE | $704 | $2,303-69.4% | $4,939-85.7% | $3,169-77.8% |
| Admin fee / account holder | $75 | $455-83.6% | $13,881-99.5% | $479-84.4% |