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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,969 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $19,289 |
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 | $79,590 | $57,976+37.3% | $63,018+26.3% | $62,293+27.8% |
| Participation rate | 50.7% | 75.9%-25.2pp | 74.8%-24.1pp | 69.5%-18.8pp |
| Annual return | 14.79% | 17.54%-2.8pp | 87.62%-72.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,143 | $2,415-11.3% | $2,761-22.4% | $2,042+4.9% |
| Participant deferral / active EE | $2,737 | $2,956-7.4% | $3,330-17.8% | $3,169-13.6% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |