Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $46,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,389 | $62,324-56.1% | $68,509-60.0% | $55,191-50.4% |
| Participation rate | 48.1% | 78.9%-30.7pp | 74.7%-26.6pp | 69.2%-21.0pp |
| Annual return | -2.19% | 4.26%-6.4pp | 8.27%-10.5pp | 10.78%-13.0pp |
| Employer contribution / active EE | $1,167 | $2,223-47.5% | $2,278-48.7% | $1,899-38.5% |
| Participant deferral / active EE | $1,923 | $3,425-43.9% | $3,382-43.2% | $3,046-36.9% |
| Admin fee / account holder | $120 | $91+31.0% | $5,275-97.7% | $91+31.8% |