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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $15,447 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,474 | $46,360-34.3% | $147,617-79.4% | $52,331-41.8% |
| Participation rate | 68.2% | 64.9%+3.2pp | 84.6%-16.4pp | 68.1%+0.1pp |
| Annual return | -0.19% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,414 | $2,126-33.5% | $5,564-74.6% | $1,882-24.8% |
| Participant deferral / active EE | $2,955 | $2,258+30.9% | $4,895-39.6% | $3,022-2.2% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |