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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-3415651 1 NEW YORK PLAZA, · NEW YORK, LA 10004 | Investment Management | $37,594 |
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $29,397 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $10,814 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 28 · EIN 26-3415651 1 NEW YORK PLAZA, · NEW YORK, LA 10004 | Investment Management | $1,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,416 | $54,193-62.3% | $93,606-78.2% | $77,643-73.7% |
| Participation rate | 50.7% | 63.9%-13.2pp | 68.7%-18.0pp | 70.6%-19.8pp |
| Annual return | 11.13% | 30.54%-19.4pp | 133.20%-122.1pp | 31.24%-20.1pp |
| Employer contribution / active EE | $436 | $1,168-62.6% | $2,420-82.0% | $2,726-84.0% |
| Participant deferral / active EE | $1,161 | $3,144-63.1% | $4,411-73.7% | $4,647-75.0% |
| Admin fee / account holder | $127 | $576-78.0% | $8,285-98.5% | $430-70.6% |