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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,504 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 1 NEW YORK PLAZA 12TH FL · JERSEY CITY, NJ 073113977 | Investment Management | $15,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,337 | $55,453-9.2% | $170,435-70.5% | $62,293-19.2% |
| Participation rate | 66.3% | 66.4%-0.1pp | 83.6%-17.3pp | 69.5%-3.2pp |
| Annual return | 20.43% | 21.38%-0.9pp | 205.94%-185.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $610 | $2,164-71.8% | $5,432-88.8% | $2,042-70.1% |
| Participant deferral / active EE | $2,795 | $2,303+21.4% | $4,939-43.4% | $3,169-11.8% |
| Admin fee / account holder | $17 | $455-96.3% | $13,881-99.9% | $479-96.4% |