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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $20,696 |
TAYLOR WEBSTER1 year Filed as: TAYLOR/WEBSTER INC. Service code 14 · EIN 62-1281073 100 WINNERS CIRCLE · BRENTWOOD, TN 37027 | Plan Administrator | $2,279 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 27 · EIN 51-0116113 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
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.
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 | $36,028 | $48,570-25.8% | $130,660-72.4% | $72,976-50.6% |
| Participation rate | 61.6% | 58.6%+3.1pp | 71.7%-10.1pp | 69.5%-7.9pp |
| Annual return | 14.64% | 38.63%-24.0pp | 1709.29%-1694.7pp | 81.02%-66.4pp |
| Employer contribution / active EE | $676 | $1,334-49.3% | $4,092-83.5% | $2,440-72.3% |
| Participant deferral / active EE | $2,175 | $2,384-8.7% | $3,603-39.6% | $3,608-39.7% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |