Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 27 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $2,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,984 | $58,888-88.1% | $178,498-96.1% | $73,493-90.5% |
| Participation rate | 44.5% | 66.2%-21.7pp | 81.9%-37.4pp | 70.7%-26.2pp |
| Annual return | 0.50% | 24.86%-24.4pp | 151.09%-150.6pp | 28.51%-28.0pp |
| Employer contribution / active EE | $708 | $2,236-68.3% | $5,011-85.9% | $2,270-68.8% |
| Participant deferral / active EE | $819 | $2,568-68.1% | $5,202-84.3% | $3,740-78.1% |
| Admin fee / account holder | $42 | $400-89.4% | $13,985-99.7% | $513-91.7% |