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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $422,199 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $129,701 |
PENTEGRA SERVICES, INC.5+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $122,718 |
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 | $33,074 | $47,456-30.3% | $172,753-80.9% | $77,775-57.5% |
| Participation rate | 46.9% | 66.3%-19.4pp | 82.6%-35.8pp | 73.2%-26.3pp |
| Annual return | 22.69% | 35.57%-12.9pp | 803.00%-780.3pp | 32.58%-9.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,753 | $2,560-31.5% | $5,198-66.3% | $3,966-55.8% |
| Admin fee / account holder | $0 | $81-100.0% | $13,956-100.0% | $100-100.0% |