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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $14,852 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,237 | $93,131-66.5% | $106,551-70.7% | $86,813-64.0% |
| Participation rate | 52.6% | 81.4%-28.8pp | 76.1%-23.5pp | 72.3%-19.7pp |
| Annual return | 22.27% | 19.45%+2.8pp | 26.80%-4.5pp | 97.93%-75.7pp |
| Employer contribution / active EE | $1,411 | $2,895-51.3% | $2,819-49.9% | $2,406-41.3% |
| Participant deferral / active EE | $2,587 | $4,708-45.1% | $4,398-41.2% | $4,131-37.4% |
| Admin fee / account holder | $104 | $145-28.4% | $7,408-98.6% | $170-38.7% |