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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $59,927 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 55 | Other Commissions | $24,807 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS NORTHEAST, LLC Service code 37 · EIN 13-3866919 445 HAMILTON AVE · WHITE PLAINS, NY 10601 | Loan Processing | $11,599 |
MORGAN STANLEY SMITH BARNEY8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,525 | $47,163-5.6% | $149,696-70.3% | $74,460-40.2% |
| Participation rate | 64.1% | 63.4%+0.7pp | 78.8%-14.6pp | 70.7%-6.6pp |
| Annual return | 14.28% | 22.75%-8.5pp | 134.46%-120.2pp | 34.38%-20.1pp |
| Employer contribution / active EE | $1,759 | $1,907-7.7% | $4,821-63.5% | $2,638-33.3% |
| Participant deferral / active EE | $1,827 | $2,730-33.1% | $5,682-67.8% | $4,530-59.7% |
| Admin fee / account holder | $286 | $343-16.5% | $13,212-97.8% | $348-17.7% |