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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $58,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,345 | $75,284-62.4% | $91,004-68.9% | $69,631-59.3% |
| Participation rate | 51.7% | 80.4%-28.7pp | 75.6%-23.9pp | 70.7%-19.0pp |
| Annual return | 14.89% | 48.40%-33.5pp | 4.60%+10.3pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,365 | $2,473-44.8% | $2,456-44.4% | $2,032-32.8% |
| Participant deferral / active EE | $2,459 | $3,700-33.5% | $3,548-30.7% | $3,224-23.7% |
| Admin fee / account holder | $134 | $111+21.2% | $5,417-97.5% | $110+21.3% |