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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 65 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $33,266 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,014 | $55,453-49.5% | $170,435-83.6% | $62,293-55.0% |
| Participation rate | 70.9% | 66.4%+4.5pp | 83.6%-12.7pp | 69.5%+1.4pp |
| Annual return | 13.51% | 21.38%-7.9pp | 205.94%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,344 | $2,164-37.9% | $5,432-75.3% | $2,042-34.2% |
| Participant deferral / active EE | $1,570 | $2,303-31.8% | $4,939-68.2% | $3,169-50.4% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |