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 |
|---|---|---|
NATIONWIDE10+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $5,314 |
Service code 15 · EIN 35-0472300 | Recordkeeping | $804 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-3415651 1 NEW YORK PLAZA · 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,689 | $50,919-81.0% | $155,556-93.8% | $77,762-87.5% |
| Participation rate | 68.7% | 63.1%+5.6pp | 78.2%-9.6pp | 70.6%-1.9pp |
| Annual return | 6.25% | 34.84%-28.6pp | 64.84%-58.6pp | 31.27%-25.0pp |
| Employer contribution / active EE | $1,278 | $1,991-35.8% | $4,675-72.7% | $2,728-53.1% |
| Participant deferral / active EE | $429 | $2,824-84.8% | $5,631-92.4% | $4,651-90.8% |
| Admin fee / account holder | $27 | $437-93.9% | $15,885-99.8% | $433-93.8% |