Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $5,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,634 | $79,169-87.8% | $100,415-90.4% | $74,478-87.1% |
| Participation rate | 60.5% | 79.4%-18.9pp | 81.5%-21.0pp | 67.2%-6.7pp |
| Annual return | 22.28% | 20.51%+1.8pp | 49.47%-27.2pp | 1370.56%-1348.3pp |
| Employer contribution / active EE | $1,493 | $3,017-50.5% | $3,943-62.1% | $2,626-43.2% |
| Participant deferral / active EE | $2,593 | $7,751-66.5% | $8,091-67.9% | $4,350-40.4% |
| Admin fee / account holder | $38 | $1,337-97.2% | $7,906-99.5% | $1,946-98.1% |