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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE TRUST CO FSB A DIV OF NW Service code 53 · EIN 31-1592130 10 W NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215 | Insurance Commissions | $9,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,225 | $56,640-80.2% | $78,002-85.6% | $55,167-79.7% |
| Participation rate | 66.4% | 73.3%-6.9pp | 75.5%-9.1pp | 69.0%-2.6pp |
| Annual return | 8.15% | 2868.48%-2860.3pp | 425.99%-417.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,231 | $1,724-28.6% | $2,470-50.2% | $1,963-37.3% |
| Participant deferral / active EE | $1,873 | $2,778-32.6% | $3,497-46.4% | $3,054-38.7% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |