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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $6,326 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,039 | $91,439-42.0% | $135,974-61.0% | $71,511-25.8% |
| Participation rate | 97.3% | 75.7%+21.7pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 29.46% | 29.90%-0.4pp | 68.30%-38.8pp | 28.86%+0.6pp |
| Employer contribution / active EE | $8,897 | $3,705+140.2% | $4,859+83.1% | $2,589+243.6% |
| Participant deferral / active EE | $9,585 | $7,093+35.1% | $7,760+23.5% | $4,291+123.4% |
| Admin fee / account holder | $32 | $1,267-97.5% | $10,767-99.7% | $1,588-98.0% |