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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $23,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,286 | $80,149-77.2% | $65,328-72.0% | $80,149-77.2% |
| Participation rate | 51.1% | 72.9%-21.9pp | 64.9%-13.9pp | 72.9%-21.9pp |
| Annual return | 21.54% | 40.39%-18.9pp | 47.39%-25.8pp | 40.39%-18.9pp |
| Employer contribution / active EE | $962 | $2,977-67.7% | $1,692-43.2% | $2,977-67.7% |
| Participant deferral / active EE | $1,480 | $5,015-70.5% | $2,832-47.7% | $5,015-70.5% |
| Admin fee / account holder | $24 | $145-83.2% | $4,116-99.4% | $145-83.2% |