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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL Service code 13 · EIN 31-4156830 PO BOX 182021 · COLUMBUS, OH 43218 | Contract Administrator | $4,657 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,609 | $168,636-86.0% | $147,618-84.0% | $125,388-81.2% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 0.59% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.6pp |
| Employer contribution / active EE | $333 | $6,252-94.7% | $5,565-94.0% | $4,866-93.1% |
| Participant deferral / active EE | $4,255 | $5,507-22.7% | $4,895-13.1% | $5,352-20.5% |
| Admin fee / account holder | $4 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |