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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,892 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 | Insurance Broker | $12,290 |
SENTINEL PENSION LLC4 years Filed as: SENTINEL PENSION Service code 15 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70808 | Recordkeeping | $10,059 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INS SVCS INC Service code 22 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Insurance Broker | $1,112 |
MORGAN STANLEY SMITH BARNEY2 years 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 | $39,274 | $46,292-15.2% | $143,757-72.7% | $64,808-39.4% |
| Participation rate | 22.2% | 64.2%-42.1pp | 80.3%-58.1pp | 71.5%-49.3pp |
| Annual return | -15.95% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $384 | $1,910-79.9% | $4,951-92.3% | $2,506-84.7% |
| Participant deferral / active EE | $934 | $2,646-64.7% | $5,637-83.4% | $4,310-78.3% |
| Admin fee / account holder | $86 | $154-44.2% | $14,673-99.4% | $188-54.3% |