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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $74,683 |
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 | $85,157 | $69,305+22.9% | $82,312+3.5% | $69,631+22.3% |
| Participation rate | 83.0% | 80.3%+2.8pp | 76.9%+6.1pp | 70.7%+12.4pp |
| Annual return | 15.51% | 21.47%-6.0pp | 25.88%-10.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $3,959 | $1,887+109.9% | $2,428+63.0% | $2,032+94.8% |
| Participant deferral / active EE | $6,219 | $3,568+74.3% | $3,706+67.8% | $3,224+92.9% |
| Admin fee / account holder | $36 | $97-62.5% | $5,608-99.4% | $110-67.0% |