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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $209,227 |
PENTEGRA SERVICES, INC.2+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $43,805 |
MORGAN STANLEY SMITH BARNEY2+ 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.
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 | $28,547 | $37,213-23.3% | $156,551-81.8% | $63,975-55.4% |
| Participation rate | 46.7% | 65.0%-18.3pp | 84.0%-37.3pp | 71.1%-24.4pp |
| Annual return | 7.31% | 47.89%-40.6pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,666 | $2,070-19.5% | $4,871-65.8% | $3,356-50.4% |
| Admin fee / account holder | $0 | $56-100.0% | $13,028-100.0% | $70-100.0% |