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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $203,744 |
PENTEGRA SERVICES, INC.1+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $43,776 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 22 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Insurance Broker | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY & CO, LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $0 |
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 | $26,715 | $37,117-28.0% | $147,617-81.9% | $55,191-51.6% |
| Participation rate | 48.1% | 63.6%-15.5pp | 84.6%-36.5pp | 69.2%-21.1pp |
| Annual return | -1.03% | 3.44%-4.5pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,619 | $1,985-18.5% | $4,895-66.9% | $3,046-46.9% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |