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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $68,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,044 | $53,165-58.5% | $86,216-74.4% | $74,460-70.4% |
| Participation rate | 40.3% | 64.9%-24.5pp | 69.0%-28.6pp | 70.7%-30.4pp |
| Annual return | 16.06% | 22.64%-6.6pp | 1169.42%-1153.4pp | 34.38%-18.3pp |
| Employer contribution / active EE | $424 | $1,210-65.0% | $2,382-82.2% | $2,638-83.9% |
| Participant deferral / active EE | $1,114 | $3,234-65.6% | $3,986-72.1% | $4,530-75.4% |
| Admin fee / account holder | $187 | $551-66.1% | $6,853-97.3% | $348-46.2% |