Filed May 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $120,784 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,462 | $122,128+33.0% | $147,117+10.4% | $200,096-18.8% |
| Participation rate | 94.9% | 78.2%+16.8pp | 82.2%+12.8pp | 72.0%+22.9pp |
| Annual return | 15.88% | 30.58%-14.7pp | 420.54%-404.7pp | 34.26%-18.4pp |
| Employer contribution / active EE | $2,329 | $4,093-43.1% | $4,932-52.8% | $3,038-23.3% |
| Participant deferral / active EE | $12,248 | $8,484+44.4% | $8,065+51.9% | $5,090+140.6% |
| Admin fee / account holder | $91 | $180-49.5% | $12,993-99.3% | $269-66.3% |