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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $389,989 |
PENTEGRA SERVICES, INC.9+ years Filed as: APS- PENTEGRA Service code 15 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DR. SUITE · CHARLOTTE, NC 28217 | Recordkeeping | $161,428 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $92,783 |
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 | $28,241 | $50,151-43.7% | $149,696-81.1% | $80,157-64.8% |
| Participation rate | 48.5% | 64.3%-15.8pp | 78.8%-30.3pp | 72.9%-24.5pp |
| Annual return | 17.98% | 29.80%-11.8pp | 134.46%-116.5pp | 40.39%-22.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $2,806 | $3,194-12.1% | $5,682-50.6% | $5,015-44.0% |
| Admin fee / account holder | $0 | $153-100.0% | $13,212-100.0% | $145-100.0% |