Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,212 |
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 | $22,773 | $32,425-29.8% | $74,577-69.5% | $55,167-58.7% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 7.17% | 10.63%-3.5pp | 20.47%-13.3pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,354 | $1,043+125.6% | $2,525-6.8% | $1,963+20.0% |
| Participant deferral / active EE | $1,541 | $1,995-22.8% | $3,458-55.4% | $3,054-49.5% |
| Admin fee / account holder | $14 | $748-98.2% | $4,138-99.7% | $504-97.3% |