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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $137,361 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,878 | $80,177+7.1% | $123,894-30.7% | $57,658+48.9% |
| Participation rate | 99.1% | 74.4%+24.6pp | 81.4%+17.6pp | 70.2%+28.8pp |
| Annual return | 2.84% | 17.90%-15.1pp | 47.52%-44.7pp | 5.13%-2.3pp |
| Employer contribution / active EE | $9,110 | $2,913+212.8% | $4,617+97.3% | $1,974+361.6% |
| Participant deferral / active EE | $4,605 | $5,130-10.2% | $5,984-23.0% | $3,061+50.5% |
| Admin fee / account holder | $130 | $106+22.6% | $8,357-98.4% | $95+37.8% |