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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURNCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $20,597 |
Service code 14 · EIN 66-0708309 | Plan Administrator | $14,244 |
NATIONWIDE2 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 71 115 W CENTURY RD STE 360 · PARAMUS, NJ 076520000 | Brokerage Fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $42,797 | $136,307-68.6% | $177,848-75.9% | $73,497-41.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 11.25% | 18.68%-7.4pp | 48.33%-37.1pp | 28.51%-17.3pp |
| Employer contribution / active EE | $2,362 | $3,712-36.4% | $5,919-60.1% | $2,270+4.0% |
| Participant deferral / active EE | $1,889 | $5,829-67.6% | $7,714-75.5% | $3,740-49.5% |
| Admin fee / account holder | $319 | $596-46.4% | $12,431-97.4% | $513-37.7% |