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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $14,348 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,261 | $62,586-62.8% | $76,768-69.7% | $64,186-63.8% |
| Participation rate | 76.3% | 72.8%+3.5pp | 77.0%-0.7pp | 69.6%+6.7pp |
| Annual return | 5.33% | -1.95%+7.3pp | 2.43%+2.9pp | 7.63%-2.3pp |
| Employer contribution / active EE | $400 | $1,832-78.2% | $2,485-83.9% | $2,381-83.2% |
| Participant deferral / active EE | $1,903 | $3,145-39.5% | $3,852-50.6% | $3,470-45.1% |
| Admin fee / account holder | $63 | $4,667-98.7% | $6,675-99.1% | $4,888-98.7% |