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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,737 |
Filed as: INSTITUTIONAL INVESTMENT CONSULT Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $5,938 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 1 NEW YORK PLAZA 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $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 | $56,956 | $58,888-3.3% | $178,499-68.1% | $73,493-22.5% |
| Participation rate | 62.9% | 66.2%-3.3pp | 81.9%-19.0pp | 70.7%-7.8pp |
| Annual return | 10.34% | 24.86%-14.5pp | 151.10%-140.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $370 | $2,236-83.4% | $5,011-92.6% | $2,270-83.7% |
| Participant deferral / active EE | $1,922 | $2,568-25.1% | $5,202-63.1% | $3,740-48.6% |
| Admin fee / account holder | $56 | $400-86.0% | $13,986-99.6% | $513-89.0% |