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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,594 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $13,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,815 | $51,769+40.7% | $57,349+27.0% | $52,331+39.1% |
| Participation rate | 51.5% | 75.2%-23.8pp | 75.1%-23.6pp | 68.1%-16.6pp |
| Annual return | 0.26% | 2.43%-2.2pp | 24.40%-24.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,015 | $2,335-13.7% | $2,689-25.0% | $1,882+7.1% |
| Participant deferral / active EE | $2,459 | $2,794-12.0% | $3,162-22.2% | $3,022-18.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |