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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $182,954 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $38,540 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $501,551 | $52,967+846.9% | $172,753+190.3% | $65,186+669.4% |
| Participation rate | 96.7% | 66.2%+30.5pp | 82.6%+14.1pp | 70.2%+26.5pp |
| Annual return | 20.75% | 30.12%-9.4pp | 803.00%-782.2pp | 29.39%-8.6pp |
| Employer contribution / active EE | $23,443 | $2,190+970.3% | $5,144+355.8% | $2,177+977.0% |
| Participant deferral / active EE | $16,236 | $2,471+557.1% | $5,198+212.4% | $3,514+362.0% |
| Admin fee / account holder | $1,271 | $472+169.2% | $13,956-90.9% | $847+50.0% |