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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $62,465 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $19,262 |
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 | $67,475 | $55,002+22.7% | $59,883+12.7% | $56,287+19.9% |
| Participation rate | 51.1% | 75.9%-24.8pp | 74.7%-23.6pp | 69.9%-18.8pp |
| Annual return | -3.64% | 1.13%-4.8pp | 3.46%-7.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,203 | $2,448-10.0% | $2,722-19.1% | $2,111+4.4% |
| Participant deferral / active EE | $3,016 | $3,121-3.4% | $3,402-11.3% | $3,350-10.0% |
| Admin fee / account holder | $0 | $236-100.0% | $3,591-100.0% | $521-100.0% |