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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE INC Service code 15 ONE NATIONWIDE PLAZA · OHIO, OH 432152220 | Recordkeeping | $5,264 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,441 | $57,752+18.5% | $112,273-39.0% | $71,495-4.3% |
| Participation rate | 90.8% | 58.8%+32.0pp | 72.4%+18.4pp | 67.9%+22.9pp |
| Annual return | 10.86% | 18.25%-7.4pp | 30.23%-19.4pp | 28.85%-18.0pp |
| Employer contribution / active EE | $5,089 | $1,912+166.1% | $3,431+48.3% | $2,589+96.5% |
| Participant deferral / active EE | $13,057 | $2,860+356.5% | $4,800+172.0% | $4,291+204.3% |
| Admin fee / account holder | $31 | $1,586-98.0% | $7,752-99.6% | $1,588-98.0% |