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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,838 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $11,417 |
ACTUARIAL PENSION ANALYSTS, INC.10+ years Service code 13 6323 FLY RD STE 2 · EAST SYRACUSE, NY 13057 | Contract Administrator | $10,521 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $48 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,651 | $55,470-48.3% | $155,556-81.6% | $74,478-61.5% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 13.57% | 269.80%-256.2pp | 64.84%-51.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,268 | $2,267-44.1% | $4,675-72.9% | $2,626-51.7% |
| Participant deferral / active EE | $3,199 | $2,838+12.7% | $5,631-43.2% | $4,350-26.5% |
| Admin fee / account holder | $4 | $1,744-99.8% | $15,885-100.0% | $1,946-99.8% |