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| Provider | Service type | Compensation |
|---|---|---|
MGKS1 year Service code 50 · EIN 86-1001235 | Direct Payment | $12,135 |
NATIONWIDE8+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $10,965 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 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.
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 | $7,267 | $65,092-88.8% | $143,799-94.9% | $66,938-89.1% |
| Participation rate | 63.4% | 65.2%-1.8pp | 80.3%-16.9pp | 69.8%-6.4pp |
| Annual return | -13.80% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,189 | $2,362-49.7% | $4,952-76.0% | $2,545-53.3% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $81 | $502-83.8% | $14,677-99.4% | $594-86.3% |