Filed October 9, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,607 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANELY SMITH BARNEY LLC Service code 99 | Other Fees | $28,388 |
QUALIFIED PENSION SERVICES, INC.1+ years Service code 99 50 ENERGY DRIVE SUITE 201 · CANTON, MA 02021 | Other Fees | $9,640 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 700 RED BROOK BLVD, STE 300 · OWINGS MILLS, MD 21117 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,850 | $46,360-18.4% | $147,617-74.4% | $52,331-27.7% |
| Participation rate | 62.0% | 64.9%-3.0pp | 84.6%-22.7pp | 68.1%-6.1pp |
| Annual return | -0.49% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $27 | $2,126-98.7% | $5,564-99.5% | $1,882-98.6% |
| Participant deferral / active EE | $2,236 | $2,258-1.0% | $4,895-54.3% | $3,022-26.0% |
| Admin fee / account holder | $265 | $766-65.4% | $11,612-97.7% | $592-55.2% |