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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $50,447 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 55 | Other Commissions | $20,334 |
SKCG GROUP INC3+ years Service code 37 · EIN 13-3866919 123 MAIN ST · WHITE PLAINS, NY 10601 | Loan Processing | $10,721 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY & CO. Service code 55 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,657 | $47,977-6.9% | $154,108-71.0% | $56,289-20.7% |
| Participation rate | 63.6% | 66.2%-2.5pp | 83.0%-19.4pp | 69.9%-6.2pp |
| Annual return | 10.62% | 3.54%+7.1pp | 735.21%-724.6pp | -9.96%+20.6pp |
| Employer contribution / active EE | $1,554 | $2,169-28.3% | $5,298-70.7% | $2,111-26.4% |
| Participant deferral / active EE | $1,311 | $2,392-45.2% | $5,081-74.2% | $3,350-60.9% |
| Admin fee / account holder | $22 | $438-95.0% | $13,411-99.8% | $521-95.8% |