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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 28 · EIN 31-4156860 | Investment Management | $17,583 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $5,814 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,016 | $60,989-90.1% | $60,874-90.1% | $66,914-91.0% |
| Participation rate | 97.2% | 74.5%+22.7pp | 73.1%+24.1pp | 69.8%+27.4pp |
| Annual return | -15.07% | -9.60%-5.5pp | 16.90%-32.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,222 | $2,661-54.1% | $2,701-54.8% | $2,544-52.0% |
| Participant deferral / active EE | $649 | $3,615-82.0% | $3,817-83.0% | $4,237-84.7% |
| Admin fee / account holder | $12 | $338-96.4% | $3,224-99.6% | $593-98.0% |