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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,212 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Fees | $0 |
Filed as: THE ANGELL PENSION GROUP Service code 14 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,183 | $64,705+61.0% | $62,929+65.6% | $67,986+53.2% |
| Participation rate | 54.3% | 65.6%-11.3pp | 73.1%-18.8pp | 57.2%-2.9pp |
| Annual return | 13.81% | 20.31%-6.5pp | 1063.93%-1050.1pp | 31.67%-17.9pp |
| Employer contribution / active EE | $2,878 | $2,376+21.1% | $2,505+14.9% | $2,019+42.6% |
| Participant deferral / active EE | $3,814 | $3,198+19.3% | $3,888-1.9% | $3,358+13.6% |
| Admin fee / account holder | $3 | $1,428-99.8% | $5,065-99.9% | $3,203-99.9% |