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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $59,928 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 55 | Other Commissions | $23,822 |
SKCG GROUP INC5+ years Service code 37 · EIN 13-3866919 123 MAIN ST · WHITE PLAINS, NY 10601 | Loan Processing | $12,381 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 | Contract Administrator | $11,235 |
MORGAN STANLEY SMITH BARNEY5+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,754 | $58,895-20.6% | $178,503-73.8% | $73,497-36.4% |
| Participation rate | 67.8% | 66.2%+1.6pp | 81.9%-14.1pp | 70.7%-2.9pp |
| Annual return | 5.03% | 24.86%-19.8pp | 151.12%-146.1pp | 28.51%-23.5pp |
| Employer contribution / active EE | $1,663 | $2,236-25.6% | $5,011-66.8% | $2,270-26.8% |
| Participant deferral / active EE | $1,426 | $2,567-44.4% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $369 | $400-7.8% | $13,987-97.4% | $513-28.1% |