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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,686 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 | Advisory (Plan) | $4,954 |
TRINITY PENSION CONSULTANTS3 years Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Pension Consulting | $450 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,026 | $38,365-40.0% | $84,637-72.8% | $65,186-64.7% |
| Participation rate | 21.3% | 55.7%-34.3pp | 68.2%-46.9pp | 70.2%-48.9pp |
| Annual return | 37.86% | 32.00%+5.9pp | 258.82%-221.0pp | 29.39%+8.5pp |
| Employer contribution / active EE | $86 | $1,258-93.1% | $2,653-96.7% | $2,177-96.0% |
| Participant deferral / active EE | $894 | $2,278-60.8% | $3,900-77.1% | $3,514-74.6% |
| Admin fee / account holder | $0 | $451-100.0% | $4,914-100.0% | $847-100.0% |