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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $12,934 |
MGKS6 years Service code 37 · EIN 86-1001235 | Loan Processing | $5,839 |
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.
Employer 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.
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 | $9,585 | $65,125-85.3% | $143,797-93.3% | $66,949-85.7% |
| Participation rate | 57.3% | 65.2%-7.9pp | 80.3%-23.0pp | 69.8%-12.5pp |
| Annual return | -12.07% | -11.13%-0.9pp | -0.04%-12.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,585 | $2,920-45.7% | $5,638-71.9% | $4,239-62.6% |
| Admin fee / account holder | $71 | $503-85.9% | $14,679-99.5% | $594-88.1% |