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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $145,486 |
IRON-CO-FID-COMPREHENSIVE7 years Service code 28 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $34,513 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $5,400 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,892 | $95,438+55.0% | $135,982+8.8% | $74,473+98.6% |
| Participation rate | 92.8% | 78.2%+14.6pp | 81.9%+10.8pp | 70.7%+22.0pp |
| Annual return | 48.29% | 32.61%+15.7pp | 68.32%-20.0pp | 34.36%+13.9pp |
| Employer contribution / active EE | $6,842 | $3,878+76.4% | $4,859+40.8% | $2,638+159.3% |
| Participant deferral / active EE | $4,998 | $7,790-35.8% | $7,760-35.6% | $4,530+10.3% |
| Admin fee / account holder | $259 | $259-0.1% | $10,767-97.6% | $347-25.5% |