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| Provider | Service type | Compensation |
|---|---|---|
PRO PRINT1 year Filed as: PRO ACCOUNT Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $30,884 |
NATIONWIDE9 years Service code 15 · EIN 73-0988442 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,169 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 55 · EIN 26-3415651 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,419 | $101,724-19.0% | $164,813-50.0% | $80,856+1.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.11% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,025 | $2,953+36.3% | $4,341-7.3% | $2,755+46.1% |
| Participant deferral / active EE | $1,393 | $4,477-68.9% | $6,031-76.9% | $4,296-67.6% |
| Admin fee / account holder | $369 | $8,227-95.5% | $12,690-97.1% | $6,918-94.7% |