Filed June 23, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,556 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Participants) | $15,697 |
THE HASLAUER GROUP, INC.4 years Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $7,313 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $5,620 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,984 | $101,672-34.1% | $147,117-54.5% | $74,478-10.1% |
| Participation rate | 49.5% | 75.5%-26.1pp | 82.2%-32.7pp | 67.2%-17.7pp |
| Annual return | 10.17% | 8757.83%-8747.7pp | 420.54%-410.4pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $1,419 | $3,813-62.8% | $4,932-71.2% | $2,626-46.0% |
| Participant deferral / active EE | $3,132 | $7,305-57.1% | $8,065-61.2% | $4,350-28.0% |
| Admin fee / account holder | $79 | $1,753-95.5% | $12,993-99.4% | $1,946-95.9% |