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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX & SHOEMAKER, INC. Service code 13 · EIN 91-1072394 | Contract Administrator | $7,329 |
Service code 15 · EIN 46-1817981 | Recordkeeping | $5,600 |
NATIONWIDE10+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $3,833 |
Service code 15 · EIN 35-1140070 | Recordkeeping | $1,145 |
MORGAN STANLEY SMITH BARNEY3 years 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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,395 | $50,919-81.5% | $155,556-94.0% | $77,762-87.9% |
| Participation rate | 55.3% | 63.1%-7.8pp | 78.2%-22.9pp | 70.6%-15.3pp |
| Annual return | 9.65% | 34.84%-25.2pp | 64.84%-55.2pp | 31.27%-21.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,302 | $2,824-53.9% | $5,631-76.9% | $4,651-72.0% |
| Admin fee / account holder | $46 | $437-89.5% | $15,885-99.7% | $433-89.4% |