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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE INC Service code 15 ONE NATIONWIDE PLAZA · OHIO, OH 432152220 | Recordkeeping | $8,405 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,961 | $62,715-17.1% | $104,301-50.2% | $66,938-22.4% |
| Participation rate | 89.3% | 59.6%+29.7pp | 73.3%+16.1pp | 69.8%+19.5pp |
| Annual return | -3.01% | -14.70%+11.7pp | 24.61%-27.6pp | 1.58%-4.6pp |
| Employer contribution / active EE | $3,701 | $1,976+87.3% | $3,373+9.7% | $2,545+45.4% |
| Participant deferral / active EE | $11,733 | $2,852+311.5% | $4,626+153.6% | $4,238+176.8% |
| Admin fee / account holder | $47 | $657-92.9% | $7,340-99.4% | $594-92.1% |