Filed October 9, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,549 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANELY SMITH BARNEY LLC Service code 99 | Other Fees | $28,527 |
QUALIFIED PENSION SERVICES, INC.2+ years Service code 99 50 ENERGY DRIVE SUITE 201 · CANTON, MA 02021 | Other Fees | $10,607 |
MORGAN STANLEY SMITH BARNEY2+ 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 | $41,081 | $46,732-12.1% | $156,551-73.8% | $55,167-25.5% |
| Participation rate | 55.7% | 65.8%-10.1pp | 84.0%-28.3pp | 69.0%-13.3pp |
| Annual return | 5.18% | 17.72%-12.5pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $24 | $2,105-98.9% | $5,501-99.6% | $1,963-98.8% |
| Participant deferral / active EE | $2,131 | $2,204-3.3% | $4,871-56.3% | $3,054-30.2% |
| Admin fee / account holder | $278 | $418-33.6% | $13,028-97.9% | $504-44.8% |