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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 53 · EIN 13-3866919 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $12,983 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 16 · EIN 36-3145972 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Consulting | $0 |
Participant contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,230 | $79,428-84.6% | $106,548-88.5% | $79,386-84.6% |
| Participation rate | 97.2% | 74.1%+23.1pp | 76.1%+21.1pp | 70.7%+26.5pp |
| Annual return | 17.94% | 18.27%-0.3pp | 26.80%-8.9pp | 116.85%-98.9pp |
| Employer contribution / active EE | $1,080 | $2,234-51.6% | $2,819-61.7% | $2,427-55.5% |
| Participant deferral / active EE | $1,437 | $3,823-62.4% | $4,398-67.3% | $4,046-64.5% |
| Admin fee / account holder | $72 | $523-86.2% | $7,407-99.0% | $626-88.4% |