Filed February 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,289 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,224 | $59,456-42.4% | $93,669-63.5% | $74,429-54.0% |
| Participation rate | 72.5% | 59.6%+12.9pp | 68.7%+3.8pp | 67.2%+5.3pp |
| Annual return | 22.16% | 82.00%-59.8pp | 133.59%-111.4pp | 1368.38%-1346.2pp |
| Employer contribution / active EE | $1,203 | $1,266-5.0% | $2,424-50.4% | $2,625-54.2% |
| Participant deferral / active EE | $3,253 | $3,052+6.6% | $4,416-26.3% | $4,348-25.2% |
| Admin fee / account holder | $128 | $3,026-95.8% | $8,291-98.5% | $1,944-93.4% |