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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP10+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871110415 | Participant loan processing; Contract... | $32,748 |
NATIONWIDE10+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4177100 ONE NATONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping and information managem... | $3,792 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 26 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,742 | $50,812-43.4% | $155,602-81.5% | $77,692-63.0% |
| Participation rate | 65.1% | 63.1%+1.9pp | 78.2%-13.1pp | 70.6%-5.5pp |
| Annual return | 11.77% | 34.85%-23.1pp | 64.81%-53.0pp | 31.25%-19.5pp |
| Employer contribution / active EE | $1,154 | $1,989-42.0% | $4,675-75.3% | $2,726-57.7% |
| Participant deferral / active EE | $1,624 | $2,822-42.5% | $5,629-71.1% | $4,648-65.1% |
| Admin fee / account holder | $106 | $436-75.7% | $15,923-99.3% | $431-75.4% |