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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,626 |
Filed as: MORGAN STANLEY INS SVS INC Service code 26 | Advisory (Participants) | $27,320 |
PENSYS, INC.1 year Service code 13 · EIN 94-2916479 3000 LAVA RIDGE COURT, SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $470 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 26 · EIN 51-0116113 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,030 | $62,132+46.5% | $185,827-51.0% | $73,493+23.9% |
| Participation rate | 27.3% | 67.8%-40.5pp | 78.0%-50.8pp | 70.7%-43.4pp |
| Annual return | 15.81% | 20.44%-4.6pp | 35.96%-20.2pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,112 | $1,681-33.8% | $4,087-72.8% | $2,270-51.0% |
| Participant deferral / active EE | $1,909 | $3,711-48.6% | $5,633-66.1% | $3,740-49.0% |
| Admin fee / account holder | $828 | $419+97.8% | $9,502-91.3% | $513+61.4% |