Filed June 2, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,403 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,294 | $42,367-4.9% | $79,580-49.4% | $64,819-37.8% |
| Participation rate | 21.8% | 64.7%-42.9pp | 69.5%-47.7pp | 71.5%-49.6pp |
| Annual return | -16.28% | -12.23%-4.0pp | 0.15%-16.4pp | 32.84%-49.1pp |
| Employer contribution / active EE | $237 | $1,181-80.0% | $2,413-90.2% | $2,507-90.6% |
| Participant deferral / active EE | $944 | $3,170-70.2% | $3,985-76.3% | $4,311-78.1% |
| Admin fee / account holder | $23 | $160-85.7% | $6,835-99.7% | $188-87.9% |