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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $7,378 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FL ANNUITY · NEW YORK, NY 10004 | Investment Management | $2,494 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $201 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 28 ANNUITY AND INSURANCE OPERATIONS 1 · NEW YORK, NY 10004 | Investment Management | $91 |
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).
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 | $6,153 | $60,504-89.8% | $81,882-92.5% | $74,478-91.7% |
| Participation rate | 85.2% | 62.9%+22.3pp | 72.4%+12.8pp | 67.2%+18.0pp |
| Annual return | 10.25% | 16.91%-6.7pp | 779.47%-769.2pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,069 | $2,627-59.3% | $2,916-63.3% | $2,626-59.3% |
| Participant deferral / active EE | $875 | $3,400-74.3% | $4,323-79.8% | $4,350-79.9% |
| Admin fee / account holder | $19 | $1,492-98.7% | $7,360-99.7% | $1,946-99.0% |