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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $27,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,026 | $52,961-37.6% | $172,752-80.9% | $65,185-49.3% |
| Participation rate | 57.8% | 66.2%-8.4pp | 82.6%-24.9pp | 70.2%-12.4pp |
| Annual return | 20.80% | 30.12%-9.3pp | 802.97%-782.2pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,350 | $2,190-38.4% | $5,144-73.8% | $2,177-38.0% |
| Participant deferral / active EE | $2,303 | $2,471-6.8% | $5,198-55.7% | $3,514-34.5% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |