Filed December 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $6,483 |
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 | $50,031 | $49,177+1.7% | $79,467-37.0% | $64,173-22.0% |
| Participation rate | 53.8% | 65.0%-11.3pp | 73.3%-19.6pp | 69.6%-15.8pp |
| Annual return | -7.20% | -1.16%-6.0pp | 718.30%-725.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,999 | $2,076-3.7% | $2,800-28.6% | $2,381-16.1% |
| Participant deferral / active EE | $5,077 | $2,821+79.9% | $3,704+37.1% | $3,470+46.3% |
| Admin fee / account holder | $215 | $3,839-94.4% | $5,104-95.8% | $4,887-95.6% |