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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4156830 | Investment Management | $85,759 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-3415651 | Investment Management | $60,217 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $17,181 |
NATIONWIDE7+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $4,296 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 28 · EIN 26-3415651 | Investment Management | $2,313 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 · EIN 31-4156830 | Investment Management | $2,232 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,501 | $50,860+13.1% | $155,574-63.0% | $77,714-26.0% |
| Participation rate | 77.3% | 63.1%+14.2pp | 78.2%-0.9pp | 70.6%+6.7pp |
| Annual return | 14.65% | 34.86%-20.2pp | 64.87%-50.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $3,342 | $1,991+67.9% | $4,676-28.5% | $2,727+22.6% |
| Participant deferral / active EE | $5,154 | $2,825+82.4% | $5,629-8.4% | $4,649+10.9% |
| Admin fee / account holder | $75 | $436-82.9% | $15,914-99.5% | $433-82.7% |