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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE TRUST CO FSB A DIV OF NW Service code 53 · EIN 31-1592130 10 W NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215 | Insurance Commissions | $9,773 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 15 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,575 | $66,319-76.5% | $93,621-83.4% | $65,186-76.1% |
| Participation rate | 79.8% | 74.0%+5.8pp | 75.8%+4.0pp | 70.2%+9.6pp |
| Annual return | 16.66% | 42.59%-25.9pp | 32.76%-16.1pp | 29.39%-12.7pp |
| Employer contribution / active EE | $1,534 | $2,013-23.8% | $2,719-43.6% | $2,177-29.5% |
| Participant deferral / active EE | $2,398 | $3,343-28.3% | $4,070-41.1% | $3,514-31.8% |
| Admin fee / account holder | $92 | $6,900-98.7% | $7,890-98.8% | $847-89.2% |