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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,498 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 1 NEW YORK PLAZA 12TH FL · JERSEY CITY, NJ 073113977 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,215 | $46,360-8.9% | $147,617-71.4% | $52,331-19.3% |
| Participation rate | 66.5% | 64.9%+1.5pp | 84.6%-18.2pp | 68.1%-1.6pp |
| Annual return | -0.35% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $605 | $2,126-71.6% | $5,564-89.1% | $1,882-67.9% |
| Participant deferral / active EE | $2,807 | $2,258+24.3% | $4,895-42.7% | $3,022-7.1% |
| Admin fee / account holder | $20 | $766-97.4% | $11,612-99.8% | $592-96.6% |