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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Filed as: NATIONWIDE INSURANCE Service code 28 · EIN 31-4156830 | Investment Management | $22,480 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $4,826 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,761 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 · EIN 26-3415651 | Advisory (Participants) | $671 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-3415651 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,389 | $122,128-86.6% | $147,080-88.9% | $199,960-91.8% |
| Participation rate | 14.0% | 78.2%-64.2pp | 82.2%-68.2pp | 72.0%-58.0pp |
| Annual return | 11.96% | 30.58%-18.6pp | 420.17%-408.2pp | 34.28%-22.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $485 | $8,484-94.3% | $8,066-94.0% | $5,087-90.5% |
| Admin fee / account holder | $138 | $180-23.3% | $12,989-98.9% | $269-48.9% |