Filed May 7, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 23 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance services | $14,827 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,416 | $146,267-29.3% | $197,124-47.5% | $82,448+25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 3.30% | 29.61%-26.3pp | 44.34%-41.0pp | 41.64%-38.3pp |
| Employer contribution / active EE | $11,804 | $4,723+149.9% | $6,227+89.5% | $2,551+362.7% |
| Participant deferral / active EE | $3,069 | $7,035-56.4% | $9,135-66.4% | $4,139-25.9% |
| Admin fee / account holder | $7,693 | $14,422-46.7% | $16,298-52.8% | $7,234+6.3% |