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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $15,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,966 | $46,732+15.5% | $156,551-65.5% | $55,167-2.2% |
| Participation rate | 15.2% | 65.8%-50.6pp | 84.0%-68.8pp | 69.0%-53.8pp |
| Annual return | 5.29% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $345 | $2,105-83.6% | $5,501-93.7% | $1,963-82.4% |
| Participant deferral / active EE | $2,079 | $2,204-5.7% | $4,871-57.3% | $3,054-31.9% |
| Admin fee / account holder | $1,410 | $418+237.0% | $13,028-89.2% | $504+179.8% |