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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $422,149 |
PENTEGRA SERVICES, INC.7+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $131,740 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $92,793 |
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 | $33,642 | $67,512-50.2% | $185,849-81.9% | $93,010-63.8% |
| Participation rate | 58.8% | 67.1%-8.3pp | 81.7%-22.9pp | 73.9%-15.1pp |
| Annual return | 16.59% | 21.04%-4.4pp | 122.10%-105.5pp | 158.70%-142.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,147 | $3,035-29.3% | $5,569-61.5% | $4,561-52.9% |
| Admin fee / account holder | $0 | $318-100.0% | $16,244-100.0% | $152-100.0% |