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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIOWIDE Service code 15 · EIN 31-4156830 | Recordkeeping | $77,547 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 49 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Services | $27,182 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,301 | $42,367-33.2% | $79,576-64.4% | $64,814-56.3% |
| Participation rate | 46.3% | 64.7%-18.4pp | 69.5%-23.2pp | 71.5%-25.1pp |
| Annual return | -14.28% | -12.23%-2.0pp | 0.15%-14.4pp | 32.84%-47.1pp |
| Employer contribution / active EE | $914 | $1,181-22.6% | $2,413-62.1% | $2,507-63.6% |
| Participant deferral / active EE | $2,011 | $3,170-36.6% | $3,985-49.5% | $4,310-53.3% |
| Admin fee / account holder | $301 | $160+88.4% | $6,834-95.6% | $188+60.0% |