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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $20,892 |
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.
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 | $18,984 | $46,360-59.1% | $147,618-87.1% | $52,331-63.7% |
| Participation rate | 34.7% | 64.9%-30.2pp | 84.6%-49.9pp | 68.1%-33.4pp |
| Annual return | -3.26% | 1.62%-4.9pp | 61.98%-65.2pp | 4.54%-7.8pp |
| Employer contribution / active EE | $410 | $2,126-80.7% | $5,565-92.6% | $1,882-78.2% |
| Participant deferral / active EE | $717 | $2,258-68.2% | $4,895-85.3% | $3,022-76.3% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |