Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE FINANCIAL Service code 15 ONE NATIONWIDE BLVD · COLUMBUS, OH 43212 | Recordkeeping | $4,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,618 | $60,989-64.6% | $60,919-64.5% | $66,949-67.7% |
| Participation rate | 51.2% | 74.5%-23.3pp | 73.1%-21.9pp | 69.8%-18.6pp |
| Annual return | -17.20% | -9.60%-7.6pp | 16.96%-34.2pp | 1.57%-18.8pp |
| Employer contribution / active EE | $1,420 | $2,661-46.6% | $2,704-47.5% | $2,545-44.2% |
| Participant deferral / active EE | $2,558 | $3,615-29.2% | $3,814-32.9% | $4,239-39.7% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |