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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $31,831 |
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 | $42,312 | $67,602-37.4% | $82,312-48.6% | $70,126-39.7% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.9%+1.5pp | 69.5%+8.8pp |
| Annual return | 13.18% | 21.57%-8.4pp | 25.88%-12.7pp | 73.15%-60.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,249 | $2,987+42.2% | $3,706+14.6% | $3,332+27.5% |
| Admin fee / account holder | $91 | $4,512-98.0% | $5,608-98.4% | $4,645-98.0% |