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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $377,591 |
PENTEGRA SERVICES, INC.8+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $142,047 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $87,688 |
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 | $22,794 | $45,000-49.3% | $143,797-84.1% | $77,906-70.7% |
| Participation rate | 66.9% | 66.8%+0.1pp | 80.3%-13.4pp | 73.7%-6.8pp |
| Annual return | -16.10% | 29.03%-45.1pp | -0.04%-16.1pp | 12.16%-28.3pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $2,423 | $3,157-23.2% | $5,638-57.0% | $4,805-49.6% |
| Admin fee / account holder | $0 | $98-100.0% | $14,679-100.0% | $133-100.0% |