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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $350,525 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $43,526 |
MORGAN STANLEY SMITH BARNEY5 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 | $615,343 | $58,895+944.8% | $178,503+244.7% | $73,497+737.2% |
| Participation rate | 98.0% | 66.2%+31.7pp | 81.9%+16.0pp | 70.7%+27.3pp |
| Annual return | 22.53% | 24.86%-2.3pp | 151.12%-128.6pp | 28.51%-6.0pp |
| Employer contribution / active EE | $24,545 | $2,236+997.8% | $5,011+389.8% | $2,270+981.2% |
| Participant deferral / active EE | $16,806 | $2,567+554.7% | $5,202+223.0% | $3,740+349.4% |
| Admin fee / account holder | $1,322 | $400+230.1% | $13,987-90.5% | $513+157.6% |