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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,989 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 | Insurance Broker | $13,174 |
SENTINEL PENSION LLC3 years Filed as: SENTINEL PENSION Service code 15 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70808 | Recordkeeping | $8,050 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Insurance Broker | $1,025 |
Filed as: MORGAN STANDLEY SMITH BARNEY LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,846 | $56,485-29.5% | $185,823-78.6% | $86,799-54.1% |
| Participation rate | 30.3% | 65.5%-35.1pp | 81.7%-51.4pp | 72.3%-41.9pp |
| Annual return | 14.06% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $638 | $1,843-65.4% | $5,167-87.6% | $2,405-73.5% |
| Participant deferral / active EE | $1,302 | $2,553-49.0% | $5,568-76.6% | $4,131-68.5% |
| Admin fee / account holder | $50 | $150-66.3% | $16,237-99.7% | $170-70.2% |