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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATONWIDE PLAZA · COLUMBUS, OH 43215 | Participant loan processing; Custodia... | $61,971 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871110415 | Contract Administrator; Participant l... | $16,913 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,786 | $36,916-49.1% | $156,551-88.0% | $57,658-67.4% |
| Participation rate | 75.1% | 63.4%+11.7pp | 84.0%-8.9pp | 70.2%+4.9pp |
| Annual return | 4.09% | 12.38%-8.3pp | 32.23%-28.1pp | 5.13%-1.0pp |
| Employer contribution / active EE | $965 | $1,571-38.5% | $5,501-82.5% | $1,974-51.1% |
| Participant deferral / active EE | $1,328 | $1,926-31.0% | $4,871-72.7% | $3,061-56.6% |
| Admin fee / account holder | $285 | $82+245.2% | $13,028-97.8% | $95+201.2% |