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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,464 |
Filed as: MORGAN STANLEY INS SVS INC Service code 15 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,000 | $55,449-53.1% | $83,831-69.0% | $56,289-53.8% |
| Participation rate | 68.2% | 68.0%+0.1pp | 76.1%-8.0pp | 69.9%-1.7pp |
| Annual return | -10.30% | -1.38%-8.9pp | 850.99%-861.3pp | -9.96%-0.3pp |
| Employer contribution / active EE | $556 | $2,430-77.1% | $3,631-84.7% | $2,111-73.7% |
| Participant deferral / active EE | $3,105 | $2,935+5.8% | $4,082-23.9% | $3,350-7.3% |
| Admin fee / account holder | $29 | $656-95.6% | $5,479-99.5% | $521-94.5% |