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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,926 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
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 | $51,375 | $52,961-3.0% | $172,755-70.3% | $65,185-21.2% |
| Participation rate | 72.4% | 66.2%+6.2pp | 82.6%-10.3pp | 70.2%+2.2pp |
| Annual return | 22.34% | 30.12%-7.8pp | 802.94%-780.6pp | 29.38%-7.0pp |
| Employer contribution / active EE | $755 | $2,190-65.5% | $5,144-85.3% | $2,177-65.3% |
| Participant deferral / active EE | $3,761 | $2,471+52.2% | $5,198-27.7% | $3,514+7.0% |
| Admin fee / account holder | $12 | $472-97.5% | $13,955-99.9% | $847-98.6% |