Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $79,436 |
Service code 63 · EIN 71-0816002 | 12b-1 Fees | $10,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,871 | $40,174+11.7% | $84,023-46.6% | $67,582-33.6% |
| Participation rate | 53.9% | 62.7%-8.8pp | 69.0%-15.1pp | 71.3%-17.4pp |
| Annual return | 21.30% | 25.82%-4.5pp | 71.32%-50.0pp | 378.57%-357.3pp |
| Employer contribution / active EE | $710 | $808-12.1% | $1,984-64.2% | $2,148-66.9% |
| Participant deferral / active EE | $3,054 | $2,301+32.7% | $3,239-5.7% | $3,539-13.7% |
| Admin fee / account holder | $341 | $128+165.8% | $6,102-94.4% | $142+139.7% |