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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $21,299 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $5,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,824 | $46,732-57.6% | $156,551-87.3% | $55,167-64.1% |
| Participation rate | 31.7% | 65.8%-34.1pp | 84.0%-52.3pp | 69.0%-37.3pp |
| Annual return | 6.91% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $418 | $2,105-80.1% | $5,501-92.4% | $1,963-78.7% |
| Participant deferral / active EE | $653 | $2,204-70.4% | $4,871-86.6% | $3,054-78.6% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |