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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $428,691 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $112,744 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA INSURANCE AGENCY Service code 15 | Recordkeeping | $104,179 |
PENTEGRA SERVICES, INC.10+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DR. SUITE · CHARLOTTE, NC 28217 | Recordkeeping | $63,168 |
PROACCOUNT1 year Service code 22 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance Broker | $8,152 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,051 | $53,204-52.9% | $155,556-83.9% | $200,096-87.5% |
| Participation rate | 71.1% | 64.1%+6.9pp | 78.2%-7.2pp | 72.0%-1.0pp |
| Annual return | 14.38% | 41.02%-26.6pp | 64.84%-50.5pp | 34.26%-19.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,819 | $3,163-10.9% | $5,631-49.9% | $5,090-44.6% |
| Admin fee / account holder | $0 | $186-100.0% | $15,885-100.0% | $269-100.0% |