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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIOWIDE Service code 15 · EIN 31-4156830 | Recordkeeping | $34,570 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 49 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Services | $10,449 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,631 | $42,546-56.2% | $71,796-74.1% | $55,167-66.2% |
| Participation rate | 43.9% | 59.1%-15.3pp | 69.1%-25.3pp | 69.0%-25.1pp |
| Annual return | 4.61% | 12.36%-7.7pp | 78.04%-73.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $270 | $803-66.4% | $1,924-86.0% | $1,963-86.3% |
| Participant deferral / active EE | $1,525 | $2,064-26.1% | $2,794-45.4% | $3,054-50.1% |
| Admin fee / account holder | $194 | $650-70.1% | $4,815-96.0% | $504-61.5% |