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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $44,433 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 55 | Other Commissions | $17,756 |
SKCG GROUP INC2+ years Service code 37 · EIN 13-3866919 123 MAIN ST · WHITE PLAINS, NY 10601 | Loan Processing | $10,170 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 | Contract Administrator | $8,400 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY & CO. Service code 55 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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 | $41,335 | $55,453-25.5% | $170,435-75.7% | $62,293-33.6% |
| Participation rate | 93.2% | 66.4%+26.8pp | 83.6%+9.6pp | 69.5%+23.6pp |
| Annual return | 13.21% | 21.38%-8.2pp | 205.94%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,010 | $2,164-7.1% | $5,432-63.0% | $2,042-1.6% |
| Participant deferral / active EE | $1,901 | $2,303-17.5% | $4,939-61.5% | $3,169-40.0% |
| Admin fee / account holder | $66 | $455-85.6% | $13,881-99.5% | $479-86.3% |