Filed June 6, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $57,022 |
TAX SHELTERED COMPENSATION, INC.2+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $21,864 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 700 RED BROOK BLVD · OWINGS MILLS, MD 211170000 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,489 | $37,213-66.4% | $156,552-92.0% | $63,975-80.5% |
| Participation rate | 58.1% | 65.0%-6.9pp | 84.0%-25.9pp | 71.1%-13.0pp |
| Annual return | 8.61% | 47.89%-39.3pp | 32.23%-23.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $822 | $1,357-39.4% | $5,501-85.1% | $2,182-62.3% |
| Participant deferral / active EE | $815 | $2,070-60.6% | $4,871-83.3% | $3,356-75.7% |
| Admin fee / account holder | $115 | $56+103.6% | $13,028-99.1% | $70+62.8% |