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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,098 | $46,360-39.4% | $147,617-81.0% | $52,331-46.3% |
| Participation rate | 19.6% | 64.9%-45.4pp | 84.6%-65.1pp | 68.1%-48.5pp |
| Annual return | -0.18% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $174 | $2,126-91.8% | $5,564-96.9% | $1,882-90.7% |
| Participant deferral / active EE | $672 | $2,258-70.2% | $4,895-86.3% | $3,022-77.8% |
| Admin fee / account holder | $354 | $766-53.8% | $11,612-97.0% | $592-40.2% |