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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,581 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $2,291 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,749 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $735 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $458 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,024 | $54,213-44.6% | $93,696-68.0% | $77,736-61.4% |
| Participation rate | 16.5% | 64.0%-47.5pp | 68.7%-52.2pp | 70.6%-54.1pp |
| Annual return | 18.99% | 30.55%-11.6pp | 133.74%-114.8pp | 31.26%-12.3pp |
| Employer contribution / active EE | $115 | $1,168-90.2% | $2,422-95.3% | $2,728-95.8% |
| Participant deferral / active EE | $526 | $3,145-83.3% | $4,417-88.1% | $4,651-88.7% |
| Admin fee / account holder | $207 | $575-64.0% | $8,287-97.5% | $433-52.2% |