Filed August 1, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 44-0246815 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $32,891 |
COMMERCE BANK1 year Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 PO BOX 26621 · KANSAS CITY, MO 64196 | Investment Management | $18,676 |
MARINER LLC1 year Filed as: MARINER, LLC Service code 28 · EIN 20-4553256 | Investment Management | $6,257 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,382 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 · EIN 44-0246815 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $507 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,587 | $122,063-63.5% | $184,256-75.8% | $74,478-40.1% |
| Participation rate | 81.4% | 85.5%-4.1pp | 86.8%-5.5pp | 67.2%+14.1pp |
| Annual return | 13.13% | 19.92%-6.8pp | 28.85%-15.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,294 | $4,539-71.5% | $6,427-79.9% | $2,626-50.7% |
| Participant deferral / active EE | $3,820 | $7,144-46.5% | $9,133-58.2% | $4,350-12.2% |
| Admin fee / account holder | $137 | $1,253-89.1% | $13,899-99.0% | $1,946-93.0% |