Filed July 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,030 |
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 | $101,153 | $54,320+86.2% | $67,652+49.5% | $52,331+93.3% |
| Participation rate | 95.9% | 73.6%+22.3pp | 75.7%+20.2pp | 68.1%+27.8pp |
| Annual return | 2.80% | 6.81%-4.0pp | 6625.40%-6622.6pp | 4.54%-1.7pp |
| Employer contribution / active EE | $3,582 | $1,544+132.0% | $2,266+58.1% | $1,882+90.4% |
| Participant deferral / active EE | $4,224 | $2,950+43.2% | $3,560+18.7% | $3,022+39.8% |
| Admin fee / account holder | $9 | $527-98.3% | $4,821-99.8% | $592-98.4% |