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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,045 |
NATIONWIDE10+ years Service code 15 ONE NATIOWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,099 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY & CO. Service code 28 · EIN 26-3415651 | Investment Management | $11,212 |
Filed as: ASSUREDPARTNERS NORTHEAST LLC Service code 49 · EIN 45-3443572 | Other Services | $5,557 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,701 | $38,165+9.3% | $189,758-78.0% | $69,255-39.8% |
| Participation rate | 83.0% | 66.7%+16.3pp | 79.8%+3.2pp | 69.0%+13.9pp |
| Annual return | 14.40% | 14.65%-0.3pp | 52.62%-38.2pp | 26.73%-12.3pp |
| Employer contribution / active EE | $2,054 | $1,589+29.3% | $4,767-56.9% | $2,645-22.3% |
| Participant deferral / active EE | $2,354 | $2,073+13.6% | $5,856-59.8% | $2,890-18.5% |
| Admin fee / account holder | $236 | $714-66.9% | $20,388-98.8% | $733-67.7% |