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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 | $36,002+15.8% | $161,489-74.2% | $64,728-35.6% |
| Participation rate | 83.0% | 57.4%+25.5pp | 78.7%+4.3pp | 57.9%+25.1pp |
| Annual return | 14.40% | 33.93%-19.5pp | 89.72%-75.3pp | 49.38%-35.0pp |
| Employer contribution / active EE | $2,054 | $1,380+48.9% | $4,268-51.9% | $2,243-8.4% |
| Participant deferral / active EE | $2,354 | $1,815+29.7% | $5,630-58.2% | $2,729-13.7% |
| Admin fee / account holder | $236 | $931-74.6% | $16,006-98.5% | $1,145-79.4% |