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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $220,662 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $153,180 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 15 | Recordkeeping | $62,216 |
PENTEGRA SERVICES, INC.3+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $61,830 |
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 | $32,351 | $44,989-28.1% | $170,435-81.0% | $77,958-58.5% |
| Participation rate | 45.1% | 64.6%-19.5pp | 83.6%-38.5pp | 71.6%-26.5pp |
| Annual return | 16.19% | 19.61%-3.4pp | 205.94%-189.7pp | 20.87%-4.7pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,750 | $2,208-20.7% | $4,939-64.6% | $3,537-50.5% |
| Admin fee / account holder | $0 | $69-100.0% | $13,881-100.0% | $97-100.0% |