Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,868 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $23,775 |
ACTUARIAL PENSION ANALYSTS, INC.9+ years Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $9,315 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $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 | $26,101 | $61,356-57.5% | $149,696-82.6% | $71,511-63.5% |
| Participation rate | 85.9% | 62.5%+23.4pp | 78.8%+7.1pp | 67.9%+18.0pp |
| Annual return | 17.17% | 35.86%-18.7pp | 134.46%-117.3pp | 28.86%-11.7pp |
| Employer contribution / active EE | $1,122 | $2,382-52.9% | $4,821-76.7% | $2,589-56.7% |
| Participant deferral / active EE | $2,706 | $2,920-7.3% | $5,682-52.4% | $4,291-36.9% |
| Admin fee / account holder | $4 | $1,263-99.7% | $13,212-100.0% | $1,588-99.7% |