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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,577 |
MORGAN STANLEY SMITH BARNEY3 years 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,779 | $69,383-41.2% | $101,271-59.7% | $73,493-44.5% |
| Participation rate | 69.2% | 68.4%+0.8pp | 75.8%-6.7pp | 70.7%-1.5pp |
| Annual return | 22.33% | 18.46%+3.9pp | 46.48%-24.1pp | 28.51%-6.2pp |
| Employer contribution / active EE | $576 | $2,628-78.1% | $3,660-84.3% | $2,270-74.6% |
| Participant deferral / active EE | $3,377 | $3,301+2.3% | $4,371-22.7% | $3,740-9.7% |
| Admin fee / account holder | $33 | $704-95.2% | $5,948-99.4% | $513-93.5% |