Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,427 |
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 | $26,070 | $55,453-53.0% | $170,435-84.7% | $62,293-58.1% |
| Participation rate | 16.8% | 66.4%-49.6pp | 83.6%-66.8pp | 69.5%-52.7pp |
| Annual return | 13.21% | 21.38%-8.2pp | 205.94%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $171 | $2,164-92.1% | $5,432-96.8% | $2,042-91.6% |
| Participant deferral / active EE | $755 | $2,303-67.2% | $4,939-84.7% | $3,169-76.2% |
| Admin fee / account holder | $357 | $455-21.5% | $13,881-97.4% | $479-25.5% |