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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $41,616 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 55 | Other Commissions | $16,702 |
SKCG GROUP INC1+ years Service code 37 · EIN 13-3866919 123 MAIN ST · WHITE PLAINS, NY 10601 | Loan Processing | $9,537 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO. Service code 55 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,731 | $46,732-10.7% | $156,551-73.3% | $55,167-24.4% |
| Participation rate | 93.9% | 65.8%+28.1pp | 84.0%+9.9pp | 69.0%+24.9pp |
| Annual return | -1.12% | 17.72%-18.8pp | 32.23%-33.3pp | 169.23%-170.3pp |
| Employer contribution / active EE | $2,151 | $2,105+2.2% | $5,501-60.9% | $1,963+9.6% |
| Participant deferral / active EE | $1,741 | $2,204-21.0% | $4,871-64.3% | $3,054-43.0% |
| Admin fee / account holder | $26 | $418-93.9% | $13,028-99.8% | $504-94.9% |