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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $384,809 |
PENTEGRA SERVICES, INC.6+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $116,288 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $85,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,212 | $56,095-33.7% | $178,503-79.2% | $90,274-58.8% |
| Participation rate | 47.3% | 65.6%-18.3pp | 81.9%-34.6pp | 73.4%-26.1pp |
| Annual return | 14.50% | 28.81%-14.3pp | 151.12%-136.6pp | 53.97%-39.5pp |
| Employer contribution / active EE | $2,147 | $1,572+36.5% | $5,011-57.2% | $2,523-14.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $13,987-100.0% | $114-100.0% |