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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,104 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Insurance Broker | $10,135 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 15 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70808 | Recordkeeping | $10,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,008 | $52,293-38.8% | $178,503-82.1% | $73,412-56.4% |
| Participation rate | 33.0% | 65.3%-32.4pp | 81.9%-49.0pp | 72.2%-39.2pp |
| Annual return | 15.26% | 34.75%-19.5pp | 151.12%-135.9pp | 59.30%-44.0pp |
| Employer contribution / active EE | $612 | $1,736-64.8% | $5,011-87.8% | $2,234-72.6% |
| Participant deferral / active EE | $1,252 | $2,333-46.3% | $5,202-75.9% | $3,806-67.1% |
| Admin fee / account holder | $76 | $127-40.2% | $13,987-99.5% | $158-51.8% |