Filed January 11, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,450 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,269 | $36,916-39.7% | $156,552-85.8% | $57,658-61.4% |
| Participation rate | 86.2% | 63.4%+22.8pp | 84.0%+2.2pp | 70.2%+16.0pp |
| Annual return | 9.38% | 12.38%-3.0pp | 32.23%-22.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $2,654 | $1,571+69.0% | $5,501-51.8% | $1,974+34.5% |
| Participant deferral / active EE | $1,926 | $1,9260% | $4,871-60.5% | $3,061-37.1% |
| Admin fee / account holder | $25 | $82-69.6% | $13,028-99.8% | $95-73.5% |