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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $235,932 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO LLC Service code 99 | Other Fees | $85,602 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $25,029 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 49 | Other Services | $3,486 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO. LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $400,692 | $46,360+764.3% | $147,617+171.4% | $52,331+665.7% |
| Participation rate | 92.8% | 64.9%+27.9pp | 84.6%+8.2pp | 68.1%+24.7pp |
| Annual return | 0.47% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.1pp |
| Employer contribution / active EE | $25,168 | $2,126+1083.7% | $5,564+352.3% | $1,882+1237.5% |
| Participant deferral / active EE | $16,104 | $2,258+613.3% | $4,895+229.0% | $3,022+432.9% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |