Filed April 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $102,815 |
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 | $82,622 | $37,117+122.6% | $147,617-44.0% | $55,191+49.7% |
| Participation rate | 78.3% | 63.6%+14.7pp | 84.6%-6.3pp | 69.2%+9.2pp |
| Annual return | 0.66% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,138 | $1,620+31.9% | $5,564-61.6% | $1,899+12.6% |
| Participant deferral / active EE | $3,878 | $1,985+95.3% | $4,895-20.8% | $3,046+27.3% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |