Filed May 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $105,141 |
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 | $104,969 | $75,388+39.2% | $123,553-15.0% | $55,725+88.4% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.3%+5.7pp | 70.9%+17.1pp |
| Annual return | -3.84% | 4.48%-8.3pp | 119.21%-123.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,709 | $3,063-44.2% | $4,628-63.1% | $2,078-17.8% |
| Participant deferral / active EE | $8,067 | $5,651+42.8% | $6,426+25.5% | $3,356+140.4% |
| Admin fee / account holder | $112 | $120-6.8% | $9,284-98.8% | $115-3.0% |