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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $426,589 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $51,870 |
MORGAN STANLEY SMITH BARNEY7 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $538,102 | $65,125+726.3% | $143,797+274.2% | $66,949+703.8% |
| Participation rate | 96.0% | 65.2%+30.8pp | 80.3%+15.7pp | 69.8%+26.2pp |
| Annual return | -19.07% | -11.13%-7.9pp | -0.04%-19.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $25,167 | $2,362+965.3% | $4,952+408.2% | $2,545+888.7% |
| Participant deferral / active EE | $17,864 | $2,920+511.7% | $5,638+216.8% | $4,239+321.4% |
| Admin fee / account holder | $1,483 | $503+195.1% | $14,679-89.9% | $594+149.9% |