Filed January 11, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $115,394 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,854 | $53,216-34.5% | $155,534-77.6% | $199,960-82.6% |
| Participation rate | 82.8% | 64.1%+18.7pp | 78.2%+4.6pp | 72.0%+10.8pp |
| Annual return | 12.58% | 41.18%-28.6pp | 64.92%-52.3pp | 34.28%-21.7pp |
| Employer contribution / active EE | $2,676 | $1,848+44.8% | $4,675-42.7% | $3,036-11.8% |
| Participant deferral / active EE | $2,380 | $3,164-24.8% | $5,630-57.7% | $5,087-53.2% |
| Admin fee / account holder | $10 | $186-94.6% | $15,900-99.9% | $269-96.3% |