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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,288 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 28 ATTN COMPENSATION · COLUMBUS, OH 432711249 | Investment Management | $0 |
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 | $23,003 | $77,638-70.4% | $156,551-85.3% | $62,881-63.4% |
| Participation rate | 84.4% | 71.2%+13.2pp | 84.0%+0.4pp | 69.3%+15.1pp |
| Annual return | -2.44% | 50.33%-52.8pp | 32.23%-34.7pp | 20.14%-22.6pp |
| Employer contribution / active EE | $3,356 | $3,444-2.6% | $5,501-39.0% | $2,281+47.1% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $22 | $5,561-99.6% | $13,028-99.8% | $4,296-99.5% |