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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $126,845 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Plan Administrator | $77,553 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 22 ATTEN MIDDLE OFFICE BALTIMORE TEA · BALTIMORE, MD 21231 | Insurance Broker | $33,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,617 | $43,466-64.1% | $90,951-82.8% | $90,288-82.7% |
| Participation rate | 57.6% | 62.5%-4.8pp | 69.0%-11.4pp | 73.4%-15.7pp |
| Annual return | 11.73% | 25.26%-13.5pp | 134.60%-122.9pp | 53.97%-42.2pp |
| Employer contribution / active EE | $48 | $840-94.3% | $2,122-97.7% | $2,524-98.1% |
| Participant deferral / active EE | $647 | $2,138-69.7% | $3,373-80.8% | $4,232-84.7% |
| Admin fee / account holder | $144 | $92+56.8% | $5,959-97.6% | $114+26.3% |